-10.2%
ADSK vs AEIS
+6.2%
-16.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -11.1% | +18.2% | +4.7% |
| 7D | +11.4% | -12.7% | +24.1% | +8.9% |
| 30D | +21.9% | -28.8% | +50.7% | +15.1% |
| 3M | +13.9% | -38.0% | +51.9% | +5.7% |
| 6M | +9.1% | -45.3% | +54.4% | +3.5% |
| YTD | -8.8% | +1.1% | -9.9% | -17.2% |
| 1Y | -10.2% | +8.6% | -18.9% | -19.1% |
| All | -10.2% | +6.2% | -16.5% | -19.1% |
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