-10.2%
ADSK vs DRI
+34.0%
-44.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.1% | +1.9% | +6.2% |
| 7D | +11.4% | +6.5% | +4.9% | +10.4% |
| 30D | +21.9% | +16.4% | +5.5% | +19.7% |
| 3M | +13.9% | +13.6% | +0.2% | +11.8% |
| 6M | +9.1% | +22.0% | -12.9% | +7.2% |
| YTD | -8.8% | +29.3% | -38.1% | -11.8% |
| 1Y | -10.2% | +32.0% | -42.3% | -13.5% |
| All | -10.2% | +34.0% | -44.2% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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