+5,099.2%
ADSK vs SUI
+4,008.3%
+1,090.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -3.6% | -3.8% | +0.2% | -1.9% |
| 30D | +12.6% | +3.9% | +8.7% | +10.7% |
| 3M | +4.0% | +0.2% | +3.8% | +3.9% |
| 6M | +10.5% | -4.2% | +14.6% | +12.5% |
| YTD | -12.3% | -2.5% | -9.8% | -11.8% |
| 1Y | -14.0% | -4.0% | -10.0% | -12.9% |
| 3Y | +23.2% | +16.5% | +6.7% | +11.4% |
| 5Y | -21.2% | -27.2% | +6.0% | -12.3% |
| 10Y | +251.6% | +119.6% | +132.0% | +127.7% |
| All | +5,099.2% | +4,008.3% | +1,090.9% | +1,170.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling