-11.2%
ADSK vs DOCS
-49.1%
+37.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.7% | -2.3% |
| 7D | +4.9% | -0.8% | +5.6% | +5.1% |
| 30D | +11.3% | +17.4% | -6.1% | +7.5% |
| 3M | +7.9% | +57.4% | -49.4% | -3.0% |
| 6M | +7.7% | +26.5% | -18.9% | +0.6% |
| YTD | -11.6% | -26.6% | +15.0% | -10.9% |
| 1Y | -11.2% | -48.1% | +36.8% | -8.9% |
| All | -11.2% | -49.1% | +37.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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