+1,174.7%
MPC vs ADSK
+203.1%
+971.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +1.3% |
| 7D | +3.2% | -14.5% | +17.7% | +8.6% |
| 30D | +25.0% | -19.3% | +44.4% | +33.8% |
| 3M | +55.2% | -7.8% | +62.9% | +57.3% |
| 6M | +86.4% | -20.8% | +107.2% | +98.0% |
| YTD | +148.5% | -30.2% | +178.7% | +174.3% |
| 1Y | +121.7% | -36.5% | +158.2% | +153.1% |
| 3Y | +172.9% | -5.7% | +178.6% | +160.5% |
| 5Y | +679.9% | -28.2% | +708.1% | +683.5% |
| 10Y | +1,174.7% | +209.1% | +965.6% | +589.4% |
| All | +1,174.7% | +203.1% | +971.6% | +589.4% |
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