-31.9%
ADSK vs AGI
+17.6%
-49.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.9% | -6.4% | -8.2% |
| 7D | -16.4% | +0.6% | -17.0% | -16.4% |
| 30D | -9.2% | +18.2% | -27.4% | -9.6% |
| 3M | -6.7% | -4.1% | -2.6% | -6.3% |
| 6M | -15.5% | -28.7% | +13.2% | -13.4% |
| YTD | -26.4% | -4.0% | -22.4% | -26.3% |
| 1Y | -31.9% | +17.4% | -49.3% | -33.4% |
| All | -31.9% | +17.6% | -49.5% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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