+484.3%
ADSK vs POET
-20.5%
+504.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.3% |
| 7D | -2.5% | +0.4% | -2.9% | -2.5% |
| 30D | -14.9% | -10.4% | -4.5% | -14.7% |
| 3M | +3.3% | -29.3% | +32.7% | +3.8% |
| 6M | -15.7% | +6.9% | -22.5% | -17.4% |
| YTD | -28.2% | +25.6% | -53.8% | -30.3% |
| 1Y | -34.5% | +49.2% | -83.7% | -37.0% |
| 3Y | -2.9% | +128.4% | -131.3% | -10.5% |
| 5Y | -25.3% | -4.2% | -21.1% | -30.4% |
| 10Y | +217.8% | +30.3% | +187.4% | +184.9% |
| All | +484.3% | -20.5% | +504.8% | +479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 all: compounded portfolio wealth divided by compounded POET 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…
all analysis · Full analysis span regression · 6 months rolling