-24.2%
ADSK vs DOCS
-73.4%
+49.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.8% | -5.5% | -7.7% |
| 7D | -16.4% | -1.4% | -15.0% | -16.1% |
| 30D | -9.2% | +21.8% | -31.0% | -13.5% |
| 3M | -6.7% | +27.3% | -34.0% | -11.8% |
| 6M | -15.5% | -0.3% | -15.2% | -17.1% |
| YTD | -26.4% | -40.5% | +14.1% | -20.6% |
| 1Y | -31.9% | -61.5% | +29.7% | -20.8% |
| 3Y | -1.0% | +8.2% | -9.1% | -14.2% |
| All | -24.2% | -73.4% | +49.2% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling