+215.4%
ADSK vs SU
+267.2%
-51.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.5% | +2.2% | -4.8% | -3.1% |
| 30D | -14.9% | +8.4% | -23.3% | -16.6% |
| 3M | +3.3% | +12.1% | -8.8% | 0.0% |
| 6M | -15.7% | +19.7% | -35.3% | -20.1% |
| YTD | -28.2% | +58.4% | -86.7% | -37.0% |
| 1Y | -34.5% | +67.2% | -101.8% | -43.4% |
| 3Y | -2.9% | +125.0% | -127.9% | -24.2% |
| 5Y | -25.3% | +355.1% | -380.4% | -54.1% |
| All | +215.4% | +267.2% | -51.9% | +103.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling