+214.2%
ADSK vs MSCI
+625.6%
-411.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.2% |
| 7D | -10.9% | -4.7% | -6.2% | -8.1% |
| 30D | -15.9% | -2.2% | -13.7% | -14.7% |
| 3M | -4.4% | -9.7% | +5.3% | +1.7% |
| 6M | -16.6% | +0.3% | -16.9% | -17.1% |
| YTD | -28.5% | -3.5% | -25.0% | -27.6% |
| 1Y | -34.6% | -1.4% | -33.3% | -35.3% |
| 3Y | -3.5% | +6.6% | -10.0% | -13.0% |
| 5Y | -25.6% | -10.9% | -14.7% | -26.3% |
| All | +214.2% | +625.6% | -411.4% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling