+3,552.3%
ASX vs ADSK
+3,644.3%
-92.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.3% | +8.5% | +3.2% |
| 7D | -0.7% | -16.4% | +15.7% | +5.6% |
| 30D | +2.0% | -9.2% | +11.2% | +5.0% |
| 3M | -1.3% | -6.7% | +5.4% | -1.3% |
| 6M | +71.4% | -15.5% | +86.9% | +76.2% |
| YTD | +135.3% | -26.4% | +161.7% | +152.6% |
| 1Y | +267.5% | -31.9% | +299.4% | +305.5% |
| 3Y | +388.5% | -1.0% | +389.4% | +365.0% |
| 5Y | +417.1% | -24.5% | +441.6% | +430.3% |
| 10Y | +872.7% | +220.4% | +652.4% | +464.5% |
| All | +3,552.3% | +3,644.3% | -92.0% | +725.1% |
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