-21.4%
NOW vs CGNX
+42.4%
-63.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -2.9% |
| 7D | -2.4% | +3.0% | -5.3% | -2.3% |
| 30D | +20.5% | -11.8% | +32.3% | +20.4% |
| 3M | +18.3% | -3.6% | +22.0% | +18.3% |
| 6M | +24.1% | +17.4% | +6.7% | +22.3% |
| YTD | -7.8% | +73.7% | -81.5% | -13.8% |
| 1Y | -21.4% | +41.5% | -62.9% | -26.0% |
| All | -21.4% | +42.4% | -63.8% | -26.0% |
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