+1,144.5%
RSP vs ADSK
+3,319.4%
-2,174.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | +2.4% | +1.0% | +1.3% | +2.0% |
| 30D | +4.3% | +14.4% | -10.1% | -0.4% |
| 3M | -0.3% | +2.5% | -2.8% | -2.0% |
| 6M | +9.8% | +14.5% | -4.6% | +3.2% |
| YTD | +16.8% | -10.7% | +27.5% | +17.9% |
| 1Y | +19.5% | -11.0% | +30.5% | +20.7% |
| 3Y | +65.1% | +25.9% | +39.3% | +45.7% |
| 5Y | +48.7% | -19.7% | +68.4% | +46.5% |
| 10Y | +213.6% | +258.2% | -44.7% | +72.9% |
| All | +1,144.5% | +3,319.4% | -2,174.9% | +230.2% |
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