+2,636.6%
ADSK vs URI
+7,134.6%
-4,498.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.6% | -9.9% | -8.7% |
| 7D | -16.4% | -2.0% | -14.4% | -15.9% |
| 30D | -9.2% | -12.9% | +3.7% | -5.6% |
| 3M | -6.7% | -6.7% | 0.0% | -5.7% |
| 6M | -15.5% | +19.0% | -34.5% | -22.3% |
| YTD | -26.4% | +25.5% | -51.9% | -33.9% |
| 1Y | -31.9% | +5.5% | -37.4% | -35.7% |
| 3Y | -1.0% | +111.3% | -112.3% | -26.5% |
| 5Y | -24.5% | +198.6% | -223.1% | -50.2% |
| 10Y | +220.4% | +1,179.9% | -959.5% | +27.3% |
| All | +2,636.6% | +7,134.6% | -4,498.0% | +321.3% |
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 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