-34.5%
ADSK vs SIRI
+28.0%
-62.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.2% |
| 7D | -2.5% | +0.6% | -3.1% | -2.6% |
| 30D | -14.9% | +2.5% | -17.4% | -15.1% |
| 3M | +3.3% | +6.6% | -3.3% | +3.4% |
| 6M | -15.7% | +32.9% | -48.5% | -17.3% |
| YTD | -28.2% | +50.5% | -78.7% | -30.8% |
| 1Y | -34.5% | +28.0% | -62.5% | -36.5% |
| All | -34.5% | +28.0% | -62.6% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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