-2.9%
ADSK vs BTI
+109.4%
-112.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -2.5% | -0.2% | -2.3% | -2.5% |
| 30D | -14.9% | -1.1% | -13.8% | -14.8% |
| 3M | +3.3% | -8.8% | +12.1% | +3.8% |
| 6M | -15.7% | -4.0% | -11.7% | -15.3% |
| YTD | -28.2% | +0.4% | -28.6% | -28.2% |
| 1Y | -34.5% | +1.9% | -36.5% | -34.6% |
| 3Y | -2.9% | +108.5% | -111.4% | -14.9% |
| All | -2.9% | +109.4% | -112.3% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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