-31.9%
ADSK vs SU
+71.8%
-103.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.7% | -7.6% | -8.3% |
| 7D | -16.4% | +3.6% | -20.0% | -16.3% |
| 30D | -9.2% | +7.9% | -17.1% | -8.9% |
| 3M | -6.7% | +3.5% | -10.2% | -6.8% |
| 6M | -15.5% | +19.0% | -34.5% | -13.9% |
| YTD | -26.4% | +55.0% | -81.3% | -22.5% |
| 1Y | -31.9% | +71.2% | -103.1% | -28.3% |
| All | -31.9% | +71.8% | -103.7% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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