-31.9%
ADSK vs ACWI
+23.6%
-55.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.2% | -8.3% |
| 7D | -16.4% | +0.5% | -16.9% | -16.5% |
| 30D | -9.2% | +0.9% | -10.1% | -9.4% |
| 3M | -6.7% | +2.4% | -9.1% | -6.6% |
| 6M | -15.5% | +12.4% | -27.9% | -19.9% |
| YTD | -26.4% | +15.2% | -41.5% | -31.7% |
| 1Y | -31.9% | +22.7% | -54.6% | -40.2% |
| All | -31.9% | +23.6% | -55.5% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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