+18.8%
NVDL vs CGNX
+45.2%
-26.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -1.8% |
| 7D | -10.3% | +3.2% | -13.5% | -11.5% |
| 30D | -7.1% | +6.0% | -13.1% | -9.1% |
| 3M | +6.6% | +3.5% | +3.0% | +5.3% |
| 6M | +21.1% | +26.3% | -5.2% | +12.9% |
| YTD | +15.2% | +79.2% | -64.0% | -7.5% |
| 1Y | +18.8% | +43.8% | -25.0% | +5.9% |
| All | +18.8% | +45.2% | -26.4% | +5.9% |
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