-0.7%
ADSK vs DOCS
+9.5%
-10.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.8% | -5.5% | -7.9% |
| 7D | -16.4% | -1.4% | -15.0% | -16.2% |
| 30D | -9.2% | +21.8% | -31.0% | -12.2% |
| 3M | -6.7% | +27.3% | -34.0% | -10.3% |
| 6M | -15.5% | -0.3% | -15.2% | -16.8% |
| YTD | -26.4% | -40.5% | +14.1% | -23.4% |
| 1Y | -31.9% | -61.5% | +29.7% | -26.1% |
| All | -0.7% | +9.5% | -10.2% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling