+213.5%
PAAS vs CGNX
+193.6%
+19.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.4% |
| 7D | -1.9% | +3.2% | -5.1% | -2.5% |
| 30D | -3.6% | +6.0% | -9.6% | -4.8% |
| 3M | +8.6% | +3.5% | +5.0% | +7.2% |
| 6M | -16.7% | +26.3% | -43.0% | -20.4% |
| YTD | -1.9% | +79.2% | -81.2% | -13.8% |
| 1Y | +38.0% | +43.8% | -5.8% | +25.8% |
| 3Y | +234.9% | +52.0% | +183.0% | +193.7% |
| 5Y | +119.5% | -24.0% | +143.5% | +111.0% |
| All | +213.5% | +193.6% | +19.8% | +100.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling