+4,477.6%
SMCI vs ADSK
+462.2%
+4,015.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +1.3% | -2.5% | +3.8% | +2.3% |
| 30D | +6.6% | -14.9% | +21.5% | +13.2% |
| 3M | +25.4% | +3.3% | +22.1% | +20.2% |
| 6M | +26.1% | -15.7% | +41.8% | +30.1% |
| YTD | +37.0% | -28.2% | +65.2% | +51.2% |
| 1Y | -8.8% | -34.5% | +25.8% | +4.8% |
| 3Y | +44.6% | -2.9% | +47.5% | +40.6% |
| 5Y | +995.9% | -25.3% | +1,021.3% | +1,040.5% |
| 10Y | +1,801.4% | +217.8% | +1,583.6% | +850.2% |
| All | +4,477.6% | +462.2% | +4,015.4% | +1,241.3% |
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 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