+16,837.1%
INTC vs ADSK
+4,642.0%
+12,195.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.5% |
| 7D | +18.0% | -14.5% | +32.5% | +23.5% |
| 30D | +8.9% | -19.3% | +28.3% | +16.0% |
| 3M | -1.6% | -7.8% | +6.2% | -1.5% |
| 6M | +133.1% | -20.8% | +153.8% | +142.4% |
| YTD | +187.9% | -30.2% | +218.1% | +209.9% |
| 1Y | +334.7% | -36.5% | +371.2% | +383.2% |
| 3Y | +184.2% | -5.7% | +189.9% | +177.0% |
| 5Y | +116.0% | -28.2% | +144.2% | +123.8% |
| 10Y | +270.0% | +209.1% | +60.8% | +135.1% |
| All | +16,837.1% | +4,642.0% | +12,195.1% | +3,190.2% |
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 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