-25.6%
ADSK vs GEN
+21.5%
-47.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.1% |
| 7D | -10.9% | -4.3% | -6.6% | -9.1% |
| 30D | -15.9% | +3.8% | -19.7% | -17.1% |
| 3M | -4.4% | +22.3% | -26.6% | -11.9% |
| 6M | -16.6% | +39.0% | -55.6% | -27.5% |
| YTD | -28.5% | +11.9% | -40.4% | -32.3% |
| 1Y | -34.6% | +4.5% | -39.2% | -36.5% |
| 3Y | -3.5% | +59.0% | -62.4% | -21.4% |
| 5Y | -25.6% | +22.0% | -47.6% | -35.9% |
| All | -25.6% | +21.5% | -47.1% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling