-10.8%
ADSK vs OPEN
-74.0%
+63.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | -2.5% | -11.4% | +8.9% | -1.2% |
| 30D | -14.9% | -20.1% | +5.2% | -12.8% |
| 3M | +3.3% | -37.6% | +40.9% | +8.1% |
| 6M | -15.7% | -47.1% | +31.4% | -10.5% |
| YTD | -28.2% | -52.1% | +23.9% | -23.5% |
| 1Y | -34.5% | -73.5% | +38.9% | -27.0% |
| 3Y | -2.9% | -24.4% | +21.5% | -21.2% |
| 5Y | -25.3% | -85.1% | +59.8% | -33.6% |
| All | -10.8% | -74.0% | +63.3% | -28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling