-25.6%
ADSK vs NDAQ
+48.4%
-74.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.8% | +4.1% |
| 7D | -10.9% | -6.8% | -4.1% | -6.3% |
| 30D | -15.9% | -3.2% | -12.7% | -13.9% |
| 3M | -4.4% | +6.5% | -10.9% | -8.8% |
| 6M | -16.6% | +5.7% | -22.4% | -20.1% |
| YTD | -28.5% | -4.6% | -23.9% | -26.6% |
| 1Y | -34.6% | -1.6% | -33.1% | -34.6% |
| 3Y | -3.5% | +86.4% | -89.9% | -42.3% |
| 5Y | -25.6% | +50.3% | -75.9% | -50.8% |
| All | -25.6% | +48.4% | -74.0% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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