+2,614.7%
LITE vs ADSK
+203.1%
+2,411.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +2.4% |
| 7D | +13.6% | -14.5% | +28.1% | +22.0% |
| 30D | +21.6% | -19.3% | +40.9% | +33.4% |
| 3M | +20.3% | -7.8% | +28.1% | +19.2% |
| 6M | +54.4% | -20.8% | +75.1% | +62.7% |
| YTD | +168.3% | -30.2% | +198.5% | +199.8% |
| 1Y | +551.8% | -36.5% | +588.3% | +668.5% |
| 3Y | +1,891.5% | -5.7% | +1,897.2% | +1,790.0% |
| 5Y | +1,014.7% | -28.2% | +1,042.9% | +1,062.4% |
| 10Y | +2,614.7% | +209.1% | +2,405.6% | +1,150.4% |
| All | +2,614.7% | +203.1% | +2,411.6% | +1,150.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling