+4,266.0%
ADSK vs SUI
+4,037.5%
+228.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.3% | -7.9% | -8.1% |
| 7D | -16.4% | -2.8% | -13.6% | -15.3% |
| 30D | -9.2% | -1.2% | -8.0% | -8.8% |
| 3M | -6.7% | -1.7% | -5.0% | -6.0% |
| 6M | -15.5% | -10.5% | -5.0% | -11.5% |
| YTD | -26.4% | -1.8% | -24.6% | -26.2% |
| 1Y | -31.9% | -4.1% | -27.8% | -31.2% |
| 3Y | -1.0% | +11.3% | -12.2% | -9.0% |
| 5Y | -24.5% | -32.1% | +7.6% | -13.6% |
| 10Y | +220.4% | +110.4% | +109.9% | +110.8% |
| All | +4,266.0% | +4,037.5% | +228.5% | +962.2% |
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