-31.9%
ADSK vs GEN
+5.4%
-37.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.2% | -6.1% | -7.0% |
| 7D | -16.4% | -1.2% | -15.2% | -15.8% |
| 30D | -9.2% | +10.1% | -19.4% | -13.8% |
| 3M | -6.7% | +16.1% | -22.8% | -14.0% |
| 6M | -15.5% | +38.9% | -54.4% | -28.2% |
| YTD | -26.4% | +14.4% | -40.8% | -30.2% |
| 1Y | -31.9% | +5.9% | -37.8% | -32.6% |
| All | -31.9% | +5.4% | -37.3% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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