-31.9%
ADSK vs TRI
-38.3%
+6.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -5.4% | -2.8% | -5.9% |
| 7D | -16.4% | -0.5% | -15.9% | -16.2% |
| 30D | -9.2% | +7.9% | -17.1% | -12.1% |
| 3M | -6.7% | +24.1% | -30.8% | -15.5% |
| 6M | -15.5% | +3.8% | -19.3% | -19.3% |
| YTD | -26.4% | -16.9% | -9.5% | -24.8% |
| 1Y | -31.9% | -38.4% | +6.5% | -29.1% |
| All | -31.9% | -38.3% | +6.4% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling