+5,109.8%
ADSK vs SUI
+4,038.8%
+1,071.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | -3.7% | -2.4% | -1.3% | -2.6% |
| 30D | +11.3% | +3.3% | +8.0% | +9.8% |
| 3M | +3.3% | +0.7% | +2.7% | +3.1% |
| 6M | +10.1% | -4.1% | +14.3% | +12.2% |
| YTD | -12.2% | -1.8% | -10.4% | -11.9% |
| 1Y | -13.9% | -4.1% | -9.8% | -12.7% |
| 3Y | +23.5% | +17.4% | +6.1% | +11.2% |
| 5Y | -20.0% | -27.0% | +7.0% | -11.1% |
| 10Y | +252.3% | +121.2% | +131.1% | +127.4% |
| All | +5,109.8% | +4,038.8% | +1,071.0% | +1,169.0% |
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