-24.7%
PODD vs CGNX
+49.8%
-74.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.1% | -6.1% | -2.4% |
| 7D | -10.5% | +3.2% | -13.7% | -10.8% |
| 30D | -9.0% | +6.0% | -15.0% | -9.6% |
| 3M | -11.5% | +3.5% | -15.1% | -12.4% |
| 6M | -44.7% | +26.3% | -71.0% | -46.9% |
| YTD | -53.6% | +79.2% | -132.8% | -58.3% |
| 1Y | -61.0% | +43.8% | -104.7% | -63.7% |
| 3Y | -24.7% | +52.0% | -76.7% | -38.4% |
| All | -24.7% | +49.8% | -74.5% | -38.4% |
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