-31.9%
ADSK vs AU
+100.5%
-132.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.3% | -5.9% | -8.3% |
| 7D | -16.4% | -3.6% | -12.8% | -16.4% |
| 30D | -9.2% | +23.9% | -33.1% | -8.7% |
| 3M | -6.7% | +19.1% | -25.8% | -5.8% |
| 6M | -15.5% | -0.2% | -15.3% | -14.4% |
| YTD | -26.4% | +32.5% | -58.8% | -26.7% |
| 1Y | -31.9% | +96.9% | -128.8% | -34.6% |
| All | -31.9% | +100.5% | -132.4% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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