+31.7%
HBM vs CGNX
+19.2%
+12.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -10.5% | +3.1% | -4.2% |
| 7D | -11.9% | -19.5% | +7.6% | -6.2% |
| 30D | -23.6% | -28.4% | +4.8% | -16.1% |
| 3M | -20.5% | -32.7% | +12.2% | -11.5% |
| 6M | -7.9% | -19.0% | +11.2% | -1.0% |
| YTD | +3.8% | +32.6% | -28.8% | +6.8% |
| 1Y | +31.7% | +18.0% | +13.7% | +44.3% |
| All | +31.7% | +19.2% | +12.5% | +44.3% |
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