+3,095.4%
ADSK vs TRI
+499.2%
+2,596.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.2% |
| 7D | -10.9% | -14.4% | +3.5% | -2.0% |
| 30D | -15.9% | -8.1% | -7.8% | -11.7% |
| 3M | -4.4% | +17.5% | -21.9% | -14.8% |
| 6M | -16.6% | -5.0% | -11.7% | -16.2% |
| YTD | -28.5% | -24.7% | -3.8% | -18.4% |
| 1Y | -34.6% | -41.5% | +6.8% | -12.9% |
| 3Y | -3.5% | -20.3% | +16.9% | +2.2% |
| 5Y | -25.6% | -10.9% | -14.7% | -26.6% |
| 10Y | +216.6% | +190.6% | +26.0% | +44.8% |
| All | +3,095.4% | +499.2% | +2,596.1% | +727.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling