+5,074.9%
DELL vs ADSK
+239.4%
+4,835.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.8% |
| 7D | +8.2% | -2.5% | +10.8% | +9.2% |
| 30D | +17.1% | -14.9% | +32.0% | +24.1% |
| 3M | +45.2% | +3.3% | +41.8% | +39.1% |
| 6M | +286.8% | -15.7% | +302.4% | +299.3% |
| YTD | +354.8% | -28.2% | +383.0% | +404.6% |
| 1Y | +358.3% | -34.5% | +392.8% | +429.2% |
| 3Y | +724.9% | -2.9% | +727.8% | +702.0% |
| 5Y | +1,193.7% | -25.3% | +1,219.0% | +1,228.2% |
| 10Y | +4,433.8% | +217.8% | +4,216.0% | +2,636.3% |
| All | +5,074.9% | +239.4% | +4,835.5% | +2,975.1% |
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