+257,148.5%
AMZN vs ADSK
+2,218.5%
+254,929.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -1.2% |
| 7D | -2.7% | -10.9% | +8.2% | +1.8% |
| 30D | -7.5% | -15.9% | +8.4% | -1.3% |
| 3M | +5.8% | -4.4% | +10.2% | +6.1% |
| 6M | +17.5% | -16.6% | +34.2% | +23.4% |
| YTD | +9.1% | -28.5% | +37.6% | +21.5% |
| 1Y | +9.4% | -34.6% | +44.0% | +26.3% |
| 3Y | +82.2% | -3.5% | +85.7% | +76.2% |
| 5Y | +45.2% | -25.6% | +70.8% | +53.7% |
| 10Y | +562.7% | +216.6% | +346.2% | +266.5% |
| All | +257,148.5% | +2,218.5% | +254,929.9% | +41,720.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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