-31.9%
ADSK vs AEIS
+93.3%
-125.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.4% | -10.7% | -7.9% |
| 7D | -16.4% | +3.0% | -19.4% | -16.0% |
| 30D | -9.2% | -14.6% | +5.4% | -11.1% |
| 3M | -6.7% | -12.4% | +5.7% | -7.4% |
| 6M | -15.5% | -15.0% | -0.5% | -16.5% |
| YTD | -26.4% | +34.3% | -60.7% | -31.1% |
| 1Y | -31.9% | +87.4% | -119.3% | -39.9% |
| All | -31.9% | +93.3% | -125.2% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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