-31.9%
ADSK vs FND
-36.4%
+4.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.7% | -10.0% | -8.4% |
| 7D | -16.4% | -5.2% | -11.2% | -15.9% |
| 30D | -9.2% | -19.9% | +10.7% | -7.1% |
| 3M | -6.7% | +2.7% | -9.5% | -7.1% |
| 6M | -15.5% | -21.7% | +6.2% | -13.1% |
| YTD | -26.4% | -17.5% | -8.9% | -24.8% |
| 1Y | -31.9% | -39.3% | +7.4% | -26.3% |
| All | -31.9% | -36.4% | +4.5% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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