-2.9%
ADSK vs AU
+577.5%
-580.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | -2.5% | -4.3% | +1.7% | -2.3% |
| 30D | -14.9% | +7.3% | -22.2% | -15.1% |
| 3M | +3.3% | +26.3% | -23.0% | +2.3% |
| 6M | -15.7% | +1.8% | -17.4% | -15.8% |
| YTD | -28.2% | +26.8% | -55.1% | -29.9% |
| 1Y | -34.5% | +66.7% | -101.2% | -37.8% |
| 3Y | -2.9% | +579.1% | -582.0% | -20.3% |
| All | -2.9% | +577.5% | -580.4% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling