+3,209.8%
ADSK vs WCC
+1,734.6%
+1,475.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.2% |
| 7D | -14.5% | +6.8% | -21.3% | -16.3% |
| 30D | -19.3% | -3.0% | -16.3% | -18.9% |
| 3M | -7.8% | +0.2% | -8.0% | -9.5% |
| 6M | -20.8% | +33.2% | -53.9% | -29.8% |
| YTD | -30.2% | +45.8% | -76.0% | -40.3% |
| 1Y | -36.5% | +68.4% | -104.8% | -48.4% |
| 3Y | -5.7% | +131.1% | -136.9% | -34.3% |
| 5Y | -28.2% | +225.6% | -253.8% | -56.3% |
| 10Y | +209.1% | +534.2% | -325.0% | +36.6% |
| All | +3,209.8% | +1,734.6% | +1,475.1% | +817.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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