+12,882.1%
BLK vs ADSK
+3,947.5%
+8,934.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.5% |
| 7D | -3.3% | -2.5% | -0.8% | -2.5% |
| 30D | -6.5% | -14.9% | +8.4% | -1.7% |
| 3M | +6.7% | +3.3% | +3.4% | +4.6% |
| 6M | +14.7% | -15.7% | +30.4% | +19.3% |
| YTD | +2.5% | -28.2% | +30.8% | +12.1% |
| 1Y | -2.8% | -34.5% | +31.8% | +9.6% |
| 3Y | +65.9% | -2.9% | +68.8% | +61.3% |
| 5Y | +33.0% | -25.3% | +58.3% | +37.3% |
| 10Y | +281.2% | +217.8% | +63.4% | +135.6% |
| All | +12,882.1% | +3,947.5% | +8,934.6% | +4,204.7% |
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