-10.2%
ADSK vs OPEN
-72.7%
+62.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +13.8% | -6.8% | +5.5% |
| 7D | +11.4% | +3.7% | +7.8% | +10.8% |
| 30D | +21.9% | -14.3% | +36.2% | +23.1% |
| 3M | +13.9% | -51.9% | +65.8% | +20.5% |
| 6M | +9.1% | -61.4% | +70.5% | +17.3% |
| YTD | -8.8% | -66.0% | +57.3% | -2.1% |
| 1Y | -10.2% | -71.4% | +61.2% | -3.3% |
| All | -10.2% | -72.7% | +62.4% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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