-27.4%
NU vs CGNX
+19.2%
-46.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.5% | +8.4% | -0.4% |
| 7D | -2.6% | -19.5% | +16.9% | +0.8% |
| 30D | -25.0% | -28.4% | +3.4% | -21.1% |
| 3M | -18.9% | -32.7% | +13.8% | -14.1% |
| 6M | -17.6% | -19.0% | +1.4% | -15.2% |
| YTD | -29.9% | +32.6% | -62.4% | -34.1% |
| 1Y | -27.4% | +18.0% | -45.4% | -25.2% |
| All | -27.4% | +19.2% | -46.6% | -25.2% |
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