-17.5%
ADSK vs AMIX
-99.9%
+82.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -14.3% | -3.4% | -10.9% | -14.3% |
| 30D | -14.8% | -54.4% | +39.6% | -14.6% |
| 3M | -5.7% | -45.7% | +40.0% | -6.7% |
| 6M | -18.7% | -49.2% | +30.5% | -19.5% |
| YTD | -28.3% | -60.3% | +32.0% | -29.1% |
| 1Y | -35.1% | -81.4% | +46.3% | -35.7% |
| All | -17.5% | -99.9% | +82.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling