+459.4%
ADSK vs UUUU
-92.5%
+551.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.3% | +8.7% | +3.0% |
| 7D | -10.9% | -5.0% | -5.9% | -10.5% |
| 30D | -15.9% | -7.8% | -8.1% | -15.4% |
| 3M | -4.4% | -0.4% | -3.9% | -5.0% |
| 6M | -16.6% | -32.9% | +16.3% | -14.9% |
| YTD | -28.5% | -6.3% | -22.3% | -30.2% |
| 1Y | -34.6% | +7.9% | -42.6% | -37.9% |
| 3Y | -3.5% | +85.2% | -88.6% | -16.1% |
| 5Y | -25.6% | +97.0% | -122.6% | -37.4% |
| 10Y | +216.6% | +492.6% | -276.0% | +122.1% |
| All | +459.4% | -92.5% | +551.8% | +275.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling