-12.9%
ADSK vs AS
+6.1%
-19.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | +3.1% | +4.5% | -1.4% | +2.4% |
| 30D | +10.5% | +13.2% | -2.7% | +8.5% |
| 3M | +1.6% | -11.9% | +13.5% | +3.4% |
| 6M | +6.4% | -11.6% | +18.0% | +8.2% |
| YTD | -12.1% | -14.7% | +2.6% | -10.0% |
| 1Y | -12.9% | +5.7% | -18.6% | -10.1% |
| All | -12.9% | +6.1% | -19.0% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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