+4,623.3%
ADSK vs TROW
+13,984.0%
-9,360.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.9% |
| 7D | -2.5% | -3.2% | +0.7% | -1.2% |
| 30D | -14.9% | -4.6% | -10.3% | -13.1% |
| 3M | +3.3% | -0.7% | +4.0% | +3.4% |
| 6M | -15.7% | +22.2% | -37.9% | -23.0% |
| YTD | -28.2% | +6.6% | -34.9% | -30.7% |
| 1Y | -34.5% | +5.8% | -40.4% | -36.7% |
| 3Y | -2.9% | +11.6% | -14.5% | -9.3% |
| 5Y | -25.3% | -38.9% | +13.6% | -10.2% |
| 10Y | +217.8% | +128.5% | +89.2% | +123.8% |
| All | +4,623.3% | +13,984.0% | -9,360.8% | +824.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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