-31.9%
ADSK vs UUUU
+27.9%
-59.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.8% | -9.1% | -8.2% |
| 7D | -16.4% | -1.4% | -15.0% | -16.4% |
| 30D | -9.2% | +16.3% | -25.5% | -8.8% |
| 3M | -6.7% | -16.7% | +10.0% | -6.3% |
| 6M | -15.5% | -33.7% | +18.1% | -15.1% |
| YTD | -26.4% | -0.5% | -25.9% | -26.8% |
| 1Y | -31.9% | +28.9% | -60.7% | -35.1% |
| All | -31.9% | +27.9% | -59.8% | -35.1% |
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