-10.2%
ADSK vs RGEN
+19.5%
-29.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.1% | +7.1% |
| 7D | +11.4% | -3.5% | +14.9% | +12.1% |
| 30D | +21.9% | -6.0% | +27.9% | +23.0% |
| 3M | +13.9% | +19.0% | -5.1% | +8.0% |
| 6M | +9.1% | +50.7% | -41.6% | -3.5% |
| YTD | -8.8% | +8.8% | -17.5% | -11.9% |
| 1Y | -10.2% | +21.3% | -31.5% | -15.2% |
| All | -10.2% | +19.5% | -29.8% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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