+185.8%
CGNX vs UUUU
+465.5%
-279.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.0% | +9.1% | +4.9% |
| 7D | +3.2% | -10.5% | +13.7% | +4.9% |
| 30D | +6.0% | -10.5% | +16.5% | +7.6% |
| 3M | +3.5% | -14.1% | +17.7% | +5.5% |
| 6M | +26.3% | -35.5% | +61.8% | +33.4% |
| YTD | +79.2% | -10.9% | +90.2% | +76.6% |
| 1Y | +43.8% | +3.4% | +40.4% | +34.6% |
| 3Y | +52.0% | +73.1% | -21.2% | +23.0% |
| 5Y | -24.0% | +87.1% | -111.2% | -42.5% |
| All | +185.8% | +465.5% | -279.7% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling