+7.4%
EQT vs CGNX
+45.2%
-37.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.7% | -1.6% |
| 7D | -2.0% | +3.2% | -5.2% | -2.0% |
| 30D | 0.0% | +6.0% | -6.0% | +0.1% |
| 3M | +5.9% | +3.5% | +2.4% | +5.9% |
| 6M | -14.8% | +26.3% | -41.1% | -15.1% |
| YTD | +1.8% | +79.2% | -77.5% | -0.7% |
| 1Y | +7.4% | +43.8% | -36.4% | +8.6% |
| All | +7.4% | +45.2% | -37.8% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 1y: compounded portfolio wealth divided by compounded CGNX 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…
1y analysis · Full analysis span regression · 6 months rolling