+40,890.7%
MCHP vs ADSK
+4,099.0%
+36,791.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.4% | -4.4% | -2.9% |
| 7D | -2.1% | -10.9% | +8.8% | +2.2% |
| 30D | -11.1% | -15.9% | +4.8% | -5.4% |
| 3M | -18.1% | -4.4% | -13.7% | -18.7% |
| 6M | +10.8% | -16.6% | +27.4% | +14.7% |
| YTD | +14.2% | -28.5% | +42.8% | +24.8% |
| 1Y | +13.5% | -34.6% | +48.1% | +28.6% |
| 3Y | -2.0% | -3.5% | +1.5% | -4.8% |
| 5Y | +1.4% | -25.6% | +27.0% | +7.5% |
| 10Y | +195.5% | +216.6% | -21.1% | +82.3% |
| All | +40,890.7% | +4,099.0% | +36,791.7% | +7,301.0% |
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