+479.4%
ASX vs ADSK
-28.7%
+508.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.2% | +4.5% |
| 7D | +11.1% | -14.5% | +25.6% | +17.5% |
| 30D | +9.6% | -19.3% | +28.9% | +18.2% |
| 3M | +18.6% | -7.8% | +26.4% | +18.8% |
| 6M | +92.1% | -20.8% | +112.9% | +104.4% |
| YTD | +158.5% | -30.2% | +188.7% | +190.7% |
| 1Y | +271.9% | -36.5% | +308.4% | +338.7% |
| 3Y | +465.2% | -5.7% | +471.0% | +428.6% |
| 5Y | +479.4% | -28.2% | +507.6% | +440.2% |
| All | +479.4% | -28.7% | +508.1% | +440.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling