+4,605.7%
ADSK vs NI
+5,096.4%
-490.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.6% |
| 7D | -10.9% | -0.6% | -10.3% | -10.7% |
| 30D | -15.9% | -1.4% | -14.5% | -15.5% |
| 3M | -4.4% | -10.6% | +6.2% | -0.5% |
| 6M | -16.6% | -9.9% | -6.7% | -13.9% |
| YTD | -28.5% | +1.2% | -29.7% | -29.6% |
| 1Y | -34.6% | +4.4% | -39.1% | -36.5% |
| 3Y | -3.5% | +68.6% | -72.1% | -23.5% |
| 5Y | -25.6% | +98.0% | -123.6% | -45.1% |
| 10Y | +216.6% | +143.6% | +73.0% | +105.7% |
| All | +4,605.7% | +5,096.4% | -490.7% | +814.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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