-2.9%
ADSK vs AEIS
+173.7%
-176.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.6% | 0.0% |
| 7D | -2.5% | +2.3% | -4.8% | -2.7% |
| 30D | -14.9% | -14.8% | -0.1% | -13.9% |
| 3M | +3.3% | -15.6% | +18.9% | +3.7% |
| 6M | -15.7% | -8.7% | -7.0% | -18.2% |
| YTD | -28.2% | +37.3% | -65.6% | -38.8% |
| 1Y | -34.5% | +80.3% | -114.9% | -49.5% |
| 3Y | -2.9% | +177.9% | -180.8% | -37.6% |
| All | -2.9% | +173.7% | -176.6% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling