+259.5%
ADSK vs RACE
+729.2%
-469.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.1% |
| 7D | +1.0% | -1.2% | +2.2% | +1.7% |
| 30D | +14.4% | +6.1% | +8.3% | +10.7% |
| 3M | +2.5% | -0.3% | +2.8% | +2.4% |
| 6M | +14.5% | +23.4% | -9.0% | +0.7% |
| YTD | -10.7% | +12.5% | -23.2% | -18.6% |
| 1Y | -11.0% | -0.5% | -10.6% | -12.9% |
| 3Y | +25.9% | +23.6% | +2.2% | -1.8% |
| 5Y | -19.7% | +65.4% | -85.1% | -49.8% |
| All | +259.5% | +729.2% | -469.7% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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