-28.2%
ADSK vs SUI
-33.5%
+5.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.3% | -2.0% |
| 7D | -14.5% | -4.3% | -10.2% | -12.7% |
| 30D | -19.3% | -2.1% | -17.2% | -18.6% |
| 3M | -7.8% | -6.1% | -1.7% | -5.1% |
| 6M | -20.8% | -12.8% | -8.0% | -15.9% |
| YTD | -30.2% | -4.6% | -25.6% | -29.1% |
| 1Y | -36.5% | -7.7% | -28.8% | -34.6% |
| 3Y | -5.7% | +10.9% | -16.7% | -16.0% |
| 5Y | -28.2% | -32.4% | +4.2% | -13.3% |
| All | -28.2% | -33.5% | +5.3% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling