+2,674.4%
ADSK vs AU
+755.5%
+1,918.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -2.5% | -4.3% | +1.7% | -2.2% |
| 30D | -14.9% | +7.3% | -22.2% | -15.4% |
| 3M | +3.3% | +26.3% | -23.0% | +1.3% |
| 6M | -15.7% | +1.8% | -17.4% | -16.4% |
| YTD | -28.2% | +26.8% | -55.1% | -30.3% |
| 1Y | -34.5% | +66.7% | -101.2% | -38.0% |
| 3Y | -2.9% | +579.1% | -582.0% | -18.8% |
| 5Y | -25.3% | +689.3% | -714.7% | -39.0% |
| 10Y | +217.8% | +686.6% | -468.8% | +150.7% |
| All | +2,674.4% | +755.5% | +1,918.9% | +2,051.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling