-31.9%
ADSK vs URI
+7.3%
-39.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.6% | -9.9% | -8.1% |
| 7D | -16.4% | -2.0% | -14.4% | -16.5% |
| 30D | -9.2% | -12.9% | +3.7% | -10.1% |
| 3M | -6.7% | -6.7% | 0.0% | -7.3% |
| 6M | -15.5% | +19.0% | -34.5% | -14.8% |
| YTD | -26.4% | +25.5% | -51.9% | -25.8% |
| 1Y | -31.9% | +5.5% | -37.4% | -30.3% |
| All | -31.9% | +7.3% | -39.2% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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