-10.2%
ADSK vs MOS
-16.2%
+6.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +17.4% | -10.3% | +7.3% |
| 7D | +11.4% | +17.9% | -6.5% | +11.7% |
| 30D | +21.9% | +1.6% | +20.4% | +21.1% |
| 3M | +13.9% | -4.0% | +17.9% | +12.5% |
| 6M | +9.1% | -4.1% | +13.2% | +8.5% |
| YTD | -8.8% | -7.8% | -1.0% | -8.6% |
| 1Y | -10.2% | -15.6% | +5.4% | -7.4% |
| All | -10.2% | -16.2% | +6.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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