+37,360.5%
ADI vs ADSK
+4,642.0%
+32,718.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.5% |
| 7D | +2.6% | -14.5% | +17.2% | +8.5% |
| 30D | -4.6% | -19.3% | +14.7% | +2.8% |
| 3M | -9.5% | -7.8% | -1.7% | -8.6% |
| 6M | +14.8% | -20.8% | +35.6% | +21.2% |
| YTD | +35.8% | -30.2% | +66.0% | +49.2% |
| 1Y | +48.9% | -36.5% | +85.4% | +69.7% |
| 3Y | +115.6% | -5.7% | +121.3% | +109.6% |
| 5Y | +135.1% | -28.2% | +163.3% | +146.4% |
| 10Y | +636.4% | +209.1% | +427.3% | +333.3% |
| All | +37,360.5% | +4,642.0% | +32,718.5% | +6,167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 all: compounded portfolio wealth divided by compounded ADSK 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…
all analysis · Full analysis span regression · 6 months rolling