+215.4%
ADSK vs UUUU
+465.5%
-250.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.0% |
| 7D | -2.5% | -10.5% | +8.0% | -1.3% |
| 30D | -14.9% | -10.5% | -4.4% | -13.9% |
| 3M | +3.3% | -14.1% | +17.4% | +4.4% |
| 6M | -15.7% | -35.5% | +19.8% | -12.8% |
| YTD | -28.2% | -10.9% | -17.3% | -30.6% |
| 1Y | -34.5% | +3.4% | -37.9% | -39.5% |
| 3Y | -2.9% | +73.1% | -76.0% | -22.3% |
| 5Y | -25.3% | +87.1% | -112.5% | -43.9% |
| All | +215.4% | +465.5% | -250.1% | +63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling