-8.8%
NEE vs ADSK
-20.8%
+11.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -1.7% |
| 7D | -0.5% | -14.5% | +14.0% | -2.5% |
| 30D | -1.7% | -19.3% | +17.6% | -4.3% |
| 3M | -1.8% | -7.8% | +6.0% | -3.3% |
| 6M | -8.8% | -20.8% | +11.9% | -11.3% |
| All | -8.8% | -20.8% | +11.9% | -11.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling