+2.9%
NBIS vs CGNX
+19.2%
-16.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -10.5% | -4.5% | -7.7% |
| 7D | -30.0% | -19.5% | -10.6% | -18.4% |
| 30D | -51.8% | -28.4% | -23.4% | -39.4% |
| 3M | -45.0% | -32.7% | -12.3% | -28.1% |
| 6M | -31.6% | -19.0% | -12.5% | -18.3% |
| YTD | +43.8% | +32.6% | +11.2% | +19.2% |
| 1Y | +2.9% | +18.0% | -15.2% | -3.5% |
| All | +2.9% | +19.2% | -16.3% | -3.5% |
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