+2,212.5%
ADSK vs RMD
+35,478.8%
-33,266.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -14.5% | -4.7% | -9.8% | -13.5% |
| 30D | -19.3% | +0.2% | -19.6% | -19.4% |
| 3M | -7.8% | +12.0% | -19.8% | -10.4% |
| 6M | -20.8% | -12.5% | -8.2% | -18.2% |
| YTD | -30.2% | -7.9% | -22.3% | -29.0% |
| 1Y | -36.5% | -20.4% | -16.1% | -33.1% |
| 3Y | -5.7% | +53.1% | -58.9% | -17.4% |
| 5Y | -28.2% | -22.1% | -6.0% | -26.0% |
| 10Y | +209.1% | +275.4% | -66.3% | +121.9% |
| All | +2,212.5% | +35,478.8% | -33,266.3% | +848.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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