-34.5%
ADSK vs OPEN
-63.3%
+28.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | -2.5% | -11.4% | +8.9% | -1.7% |
| 30D | -14.9% | -20.1% | +5.2% | -13.5% |
| 3M | +3.3% | -37.6% | +40.9% | +6.4% |
| 6M | -15.7% | -47.1% | +31.4% | -12.4% |
| YTD | -28.2% | -52.1% | +23.9% | -25.4% |
| 1Y | -34.5% | -73.5% | +38.9% | -31.1% |
| All | -34.5% | -63.3% | +28.8% | -31.1% |
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