+3,361.5%
ASX vs ADSK
+4,443.6%
-1,082.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.7% |
| 7D | +12.4% | +1.0% | +11.4% | +12.0% |
| 30D | -19.8% | +14.4% | -34.2% | -24.3% |
| 3M | -10.3% | +2.5% | -12.8% | -12.9% |
| 6M | +1.2% | +14.5% | -13.2% | -7.8% |
| YTD | +123.0% | -10.7% | +133.7% | +119.7% |
| 1Y | +145.4% | -11.0% | +156.5% | +142.1% |
| 3Y | +368.6% | +25.9% | +342.8% | +302.6% |
| 5Y | +486.0% | -19.7% | +505.7% | +477.7% |
| 10Y | +941.0% | +258.2% | +682.8% | +471.2% |
| All | +3,361.5% | +4,443.6% | -1,082.2% | +617.8% |
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