-34.5%
ADSK vs ROIV
+195.2%
-229.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.5% | +16.9% | -19.4% | -2.3% |
| 30D | -14.9% | +12.9% | -27.8% | -14.6% |
| 3M | +3.3% | +37.3% | -34.0% | +3.3% |
| 6M | -15.7% | +38.0% | -53.7% | -15.8% |
| YTD | -28.2% | +88.1% | -116.4% | -29.2% |
| 1Y | -34.5% | +183.3% | -217.8% | -37.6% |
| All | -34.5% | +195.2% | -229.7% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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