+533.7%
ADSK vs WU
-22.4%
+556.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | -2.5% | -3.5% | +1.0% | -0.9% |
| 30D | -14.9% | -2.9% | -11.9% | -13.7% |
| 3M | +3.3% | -2.3% | +5.6% | +2.6% |
| 6M | -15.7% | -25.4% | +9.7% | -5.4% |
| YTD | -28.2% | -21.2% | -7.0% | -21.8% |
| 1Y | -34.5% | -8.9% | -25.7% | -34.2% |
| 3Y | -2.9% | -29.0% | +26.1% | +6.8% |
| 5Y | -25.3% | -50.7% | +25.4% | -4.2% |
| 10Y | +217.8% | -39.7% | +257.5% | +253.2% |
| All | +533.7% | -22.4% | +556.0% | +461.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling