-25.6%
ADSK vs OPEN
-85.3%
+59.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.7% | +9.1% | +3.2% |
| 7D | -10.9% | -10.5% | -0.4% | -9.8% |
| 30D | -15.9% | -21.8% | +5.9% | -13.7% |
| 3M | -4.4% | -37.5% | +33.1% | +0.1% |
| 6M | -16.6% | -44.1% | +27.5% | -12.1% |
| YTD | -28.5% | -52.0% | +23.5% | -23.9% |
| 1Y | -34.6% | -52.2% | +17.6% | -33.9% |
| 3Y | -3.5% | -25.9% | +22.5% | -21.5% |
| 5Y | -25.6% | -85.1% | +59.5% | -31.9% |
| All | -25.6% | -85.3% | +59.7% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling