+4,494.7%
ADSK vs BEN
+4,825.3%
-330.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.9% |
| 7D | -14.5% | +3.4% | -17.9% | -15.9% |
| 30D | -19.3% | +1.8% | -21.1% | -20.1% |
| 3M | -7.8% | +8.4% | -16.2% | -11.8% |
| 6M | -20.8% | +35.6% | -56.4% | -32.0% |
| YTD | -30.2% | +46.4% | -76.6% | -42.2% |
| 1Y | -36.5% | +46.3% | -82.8% | -47.6% |
| 3Y | -5.7% | +54.6% | -60.4% | -26.6% |
| 5Y | -28.2% | +39.4% | -67.6% | -41.7% |
| 10Y | +209.1% | +57.6% | +151.6% | +117.9% |
| All | +4,494.7% | +4,825.3% | -330.6% | +750.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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