+1,037.2%
ADSK vs BUD
+198.8%
+838.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.3% |
| 7D | -14.3% | +0.8% | -15.1% | -14.6% |
| 30D | -14.8% | -4.8% | -10.0% | -12.9% |
| 3M | -5.7% | +1.4% | -7.1% | -6.5% |
| 6M | -18.7% | +9.9% | -28.6% | -22.8% |
| YTD | -28.3% | +26.3% | -54.7% | -36.7% |
| 1Y | -35.1% | +36.1% | -71.2% | -44.8% |
| 3Y | -3.2% | +48.6% | -51.8% | -23.5% |
| 5Y | -26.7% | +45.0% | -71.7% | -42.5% |
| 10Y | +208.4% | -23.1% | +231.5% | +216.7% |
| All | +1,037.2% | +198.8% | +838.5% | +392.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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