-34.5%
ADSK vs GEN
+5.1%
-39.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.2% |
| 7D | -2.5% | -1.3% | -1.3% | -1.8% |
| 30D | -14.9% | +6.1% | -21.0% | -17.5% |
| 3M | +3.3% | +27.0% | -23.6% | -8.6% |
| 6M | -15.7% | +43.9% | -59.5% | -29.9% |
| YTD | -28.2% | +13.0% | -41.2% | -31.3% |
| 1Y | -34.5% | +4.0% | -38.6% | -32.6% |
| All | -34.5% | +5.1% | -39.6% | -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