-2.9%
ADSK vs NXT
+90.7%
-93.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | +0.3% |
| 7D | -2.5% | -1.9% | -0.6% | -2.5% |
| 30D | -14.9% | -20.0% | +5.2% | -14.5% |
| 3M | +3.3% | -30.7% | +34.1% | +4.1% |
| 6M | -15.7% | -29.0% | +13.3% | -15.9% |
| YTD | -28.2% | -4.8% | -23.4% | -30.3% |
| 1Y | -34.5% | +22.8% | -57.3% | -38.0% |
| 3Y | -2.9% | +93.9% | -96.8% | -14.0% |
| All | -2.9% | +90.7% | -93.6% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling