+4,623.3%
ADSK vs SU
+61,601.3%
-56,978.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.5% | +2.2% | -4.8% | -2.5% |
| 30D | -14.9% | +8.4% | -23.3% | -14.9% |
| 3M | +3.3% | +12.1% | -8.8% | +3.3% |
| 6M | -15.7% | +19.7% | -35.3% | -15.7% |
| YTD | -28.2% | +58.4% | -86.7% | -28.3% |
| 1Y | -34.5% | +67.2% | -101.8% | -34.6% |
| 3Y | -2.9% | +125.0% | -127.9% | -3.0% |
| 5Y | -25.3% | +355.1% | -380.4% | -25.5% |
| 10Y | +217.8% | +263.7% | -45.9% | +217.1% |
| All | +4,623.3% | +61,601.3% | -56,978.0% | +4,700.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling