+378.0%
IOVA vs CGNX
+31.4%
+346.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.7% | +7.2% | -1.8% |
| 7D | -41.3% | -9.2% | -32.1% | -41.4% |
| 30D | -38.5% | -17.6% | -20.9% | -39.3% |
| 3M | +99.5% | -25.7% | +125.2% | +95.6% |
| 6M | +126.0% | -5.5% | +131.5% | +119.4% |
| YTD | +218.7% | +48.1% | +170.6% | +224.9% |
| 1Y | +378.0% | +33.5% | +344.5% | +370.2% |
| All | +378.0% | +31.4% | +346.6% | +370.2% |
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