-2.9%
ADSK vs UUUU
+74.5%
-77.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.5% |
| 7D | -2.5% | -10.5% | +8.0% | -2.3% |
| 30D | -14.9% | -10.5% | -4.4% | -14.7% |
| 3M | +3.3% | -14.1% | +17.4% | +3.7% |
| 6M | -15.7% | -35.5% | +19.8% | -14.7% |
| YTD | -28.2% | -10.9% | -17.3% | -29.2% |
| 1Y | -34.5% | +3.4% | -37.9% | -36.8% |
| 3Y | -2.9% | +73.1% | -76.0% | -14.6% |
| All | -2.9% | +74.5% | -77.4% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling