+4,623.3%
ADSK vs BNY
+8,074.1%
-3,450.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -2.5% | -1.3% | -1.2% | -2.0% |
| 30D | -14.9% | -0.2% | -14.7% | -14.9% |
| 3M | +3.3% | +14.9% | -11.6% | -3.0% |
| 6M | -15.7% | +40.0% | -55.6% | -27.2% |
| YTD | -28.2% | +42.0% | -70.2% | -38.5% |
| 1Y | -34.5% | +56.9% | -91.4% | -46.2% |
| 3Y | -2.9% | +289.9% | -292.8% | -45.5% |
| 5Y | -25.3% | +259.2% | -284.5% | -57.0% |
| 10Y | +217.8% | +413.3% | -195.5% | +53.2% |
| All | +4,623.3% | +8,074.1% | -3,450.9% | +535.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling