+40.6%
NVDL vs CGNX
+42.4%
-1.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.7% |
| 7D | +11.7% | +3.0% | +8.7% | +10.4% |
| 30D | +7.8% | -11.8% | +19.7% | +13.2% |
| 3M | +3.3% | -3.6% | +6.9% | +5.0% |
| 6M | +38.9% | +17.4% | +21.5% | +32.6% |
| YTD | +28.5% | +73.7% | -45.3% | +5.2% |
| 1Y | +40.6% | +41.5% | -0.9% | +26.9% |
| All | +40.6% | +42.4% | -1.8% | +26.9% |
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