-41.7%
INTU vs ADSK
-3.6%
-38.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -2.0% |
| 7D | -9.2% | -10.9% | +1.8% | -2.0% |
| 30D | -7.0% | -15.9% | +8.9% | +4.0% |
| 3M | +10.5% | -4.4% | +14.9% | +12.9% |
| 6M | -30.6% | -16.6% | -13.9% | -22.0% |
| YTD | -52.3% | -28.5% | -23.8% | -41.5% |
| 1Y | -51.8% | -34.6% | -17.2% | -37.9% |
| All | -41.7% | -3.6% | -38.1% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling