+15.1%
TEAM vs ADSK
-10.6%
+25.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.0% | -7.7% | -7.9% |
| 7D | -13.7% | +11.4% | -25.2% | -24.0% |
| 30D | -3.4% | +21.9% | -25.3% | -23.7% |
| 3M | +72.1% | +13.9% | +58.3% | +46.6% |
| 6M | +103.8% | +9.1% | +94.7% | +82.8% |
| YTD | +17.1% | -8.8% | +25.9% | +29.4% |
| 1Y | +15.1% | -10.2% | +25.3% | +28.4% |
| All | +15.1% | -10.6% | +25.7% | +28.4% |
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 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