-24.5%
ADSK vs WU
-51.3%
+26.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -2.5% | -3.5% | +1.0% | -1.4% |
| 30D | -14.9% | -2.9% | -11.9% | -14.0% |
| 3M | +3.3% | -2.3% | +5.6% | +2.8% |
| 6M | -15.7% | -25.4% | +9.7% | -7.9% |
| YTD | -28.2% | -21.2% | -7.0% | -23.3% |
| 1Y | -34.5% | -8.9% | -25.7% | -34.3% |
| 3Y | -2.9% | -29.0% | +26.1% | +4.8% |
| All | -24.5% | -51.3% | +26.9% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling