-34.5%
ADSK vs WU
-9.1%
-25.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -2.5% | -3.5% | +1.0% | -1.9% |
| 30D | -14.9% | -2.9% | -11.9% | -14.4% |
| 3M | +3.3% | -2.3% | +5.6% | +3.4% |
| 6M | -15.7% | -25.4% | +9.7% | -12.0% |
| YTD | -28.2% | -21.2% | -7.0% | -25.7% |
| 1Y | -34.5% | -8.9% | -25.7% | -34.1% |
| All | -34.5% | -9.1% | -25.5% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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