-8.8%
SMCI vs ADSK
-34.7%
+25.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.3% |
| 7D | +1.3% | -2.5% | +3.8% | +1.0% |
| 30D | +6.6% | -14.9% | +21.5% | +5.0% |
| 3M | +25.4% | +3.3% | +22.1% | +25.9% |
| 6M | +26.1% | -15.7% | +41.8% | +32.3% |
| YTD | +37.0% | -28.2% | +65.2% | +51.0% |
| 1Y | -8.8% | -34.5% | +25.8% | +2.5% |
| All | -8.8% | -34.7% | +25.9% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling