+3,158.8%
ADSK vs URI
+8,075.0%
-4,916.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | -3.6% | +9.3% | -12.9% | -6.3% |
| 30D | +12.6% | +7.6% | +5.0% | +9.7% |
| 3M | +4.0% | +1.0% | +2.9% | +2.8% |
| 6M | +10.5% | +19.8% | -9.4% | +2.6% |
| YTD | -12.3% | +41.9% | -54.2% | -24.6% |
| 1Y | -14.0% | +33.4% | -47.4% | -24.7% |
| 3Y | +23.2% | +156.0% | -132.8% | -14.1% |
| 5Y | -21.2% | +209.5% | -230.7% | -48.8% |
| 10Y | +251.6% | +1,199.8% | -948.2% | +38.9% |
| All | +3,158.8% | +8,075.0% | -4,916.2% | +380.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling