+299.5%
IOVA vs CGNX
+42.4%
+257.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +1.1% |
| 7D | +9.7% | +3.0% | +6.8% | +9.8% |
| 30D | +102.5% | -11.8% | +114.4% | +102.5% |
| 3M | +100.7% | -3.6% | +104.3% | +98.1% |
| 6M | +106.3% | +17.4% | +88.9% | +97.2% |
| YTD | +222.0% | +73.7% | +148.2% | +188.7% |
| 1Y | +299.5% | +41.5% | +258.0% | +273.6% |
| All | +299.5% | +42.4% | +257.2% | +273.6% |
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