+4,623.3%
ADSK vs GEN
+8,725.1%
-4,101.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | -2.5% | -1.3% | -1.3% | -2.2% |
| 30D | -14.9% | +6.1% | -21.0% | -16.1% |
| 3M | +3.3% | +27.0% | -23.6% | -2.7% |
| 6M | -15.7% | +43.9% | -59.5% | -23.4% |
| YTD | -28.2% | +13.0% | -41.2% | -30.6% |
| 1Y | -34.5% | +4.0% | -38.6% | -35.4% |
| 3Y | -2.9% | +66.2% | -69.1% | -15.9% |
| 5Y | -25.3% | +23.2% | -48.5% | -31.1% |
| 10Y | +217.8% | +157.5% | +60.3% | +132.5% |
| All | +4,623.3% | +8,725.1% | -4,101.8% | +1,159.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling