+2,521.4%
PWR vs CGNX
+193.6%
+2,327.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.1% | +1.0% | +3.7% |
| 7D | +4.2% | +3.2% | +1.0% | +3.1% |
| 30D | -4.0% | +6.0% | -10.0% | -6.0% |
| 3M | -4.8% | +3.5% | -8.3% | -5.9% |
| 6M | +14.6% | +26.3% | -11.7% | +5.8% |
| YTD | +54.2% | +79.2% | -25.0% | +22.3% |
| 1Y | +67.1% | +43.8% | +23.3% | +42.2% |
| 3Y | +218.5% | +52.0% | +166.5% | +152.7% |
| 5Y | +466.3% | -24.0% | +490.3% | +459.4% |
| All | +2,521.4% | +193.6% | +2,327.8% | +1,391.7% |
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