+52.0%
CGNX vs UUUU
+74.5%
-22.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.0% | +9.1% | +4.8% |
| 7D | +3.2% | -10.5% | +13.7% | +4.6% |
| 30D | +6.0% | -10.5% | +16.5% | +7.4% |
| 3M | +3.5% | -14.1% | +17.7% | +5.1% |
| 6M | +26.3% | -35.5% | +61.8% | +31.6% |
| YTD | +79.2% | -10.9% | +90.2% | +77.4% |
| 1Y | +43.8% | +3.4% | +40.4% | +35.7% |
| 3Y | +52.0% | +73.1% | -21.2% | +21.4% |
| All | +52.0% | +74.5% | -22.6% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling