+9.4%
NOW vs CGNX
+49.8%
-40.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | +0.7% |
| 7D | -6.2% | +3.2% | -9.3% | -6.4% |
| 30D | +6.1% | +6.0% | +0.1% | +5.4% |
| 3M | +28.6% | +3.5% | +25.0% | +27.4% |
| 6M | +14.6% | +26.3% | -11.7% | +10.2% |
| YTD | -13.5% | +79.2% | -92.7% | -22.5% |
| 1Y | -29.4% | +43.8% | -73.2% | -34.6% |
| 3Y | +9.4% | +52.0% | -42.6% | -4.1% |
| All | +9.4% | +49.8% | -40.4% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling