-10.2%
ADSK vs BNY
+45.2%
-55.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.3% | +4.8% | +6.8% |
| 7D | +11.4% | +2.8% | +8.7% | +11.2% |
| 30D | +21.9% | +6.7% | +15.2% | +21.1% |
| 3M | +13.9% | -2.2% | +16.1% | +13.2% |
| 6M | +9.1% | +16.8% | -7.7% | +1.9% |
| YTD | -8.8% | +33.9% | -42.6% | -19.7% |
| 1Y | -10.2% | +43.9% | -54.1% | -24.9% |
| All | -10.2% | +45.2% | -55.4% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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