+4,494.7%
ADSK vs TECH
+100,802.4%
-96,307.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -14.5% | -0.1% | -14.5% | -14.5% |
| 30D | -19.3% | +0.3% | -19.6% | -19.4% |
| 3M | -7.8% | +32.9% | -40.7% | -14.8% |
| 6M | -20.8% | +32.1% | -52.8% | -27.3% |
| YTD | -30.2% | +23.4% | -53.6% | -35.0% |
| 1Y | -36.5% | +34.1% | -70.5% | -42.4% |
| 3Y | -5.7% | +2.2% | -7.9% | -11.3% |
| 5Y | -28.2% | -41.8% | +13.6% | -22.3% |
| 10Y | +209.1% | +188.9% | +20.2% | +135.1% |
| All | +4,494.7% | +100,802.4% | -96,307.7% | +1,872.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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