-10.2%
ADSK vs A
+24.4%
-34.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.0% | +6.1% | +6.8% |
| 7D | +11.4% | -2.4% | +13.8% | +12.1% |
| 30D | +21.9% | +3.6% | +18.3% | +20.5% |
| 3M | +13.9% | +27.5% | -13.6% | +5.5% |
| 6M | +9.1% | +58.5% | -49.4% | -5.8% |
| YTD | -8.8% | +31.2% | -39.9% | -15.4% |
| 1Y | -10.2% | +22.2% | -32.4% | -15.7% |
| All | -10.2% | +24.4% | -34.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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