-10.2%
ADSK vs UUUU
-55.1%
+44.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.0% |
| 7D | +11.4% | -14.4% | +25.9% | +10.8% |
| 30D | +21.9% | -33.6% | +55.5% | +20.2% |
| 3M | +13.9% | -44.2% | +58.0% | +11.8% |
| 6M | +9.1% | -66.8% | +75.9% | +7.1% |
| YTD | -8.8% | -50.6% | +41.9% | -11.5% |
| 1Y | -10.2% | -57.8% | +47.6% | -12.0% |
| All | -10.2% | -55.1% | +44.9% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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