+14,183.4%
TER vs ADSK
+4,900.9%
+9,282.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -8.3% | +13.7% | +9.0% |
| 7D | +0.6% | -16.4% | +17.0% | +8.1% |
| 30D | -8.3% | -9.2% | +0.9% | -5.4% |
| 3M | -12.2% | -6.7% | -5.5% | -13.0% |
| 6M | +17.1% | -15.5% | +32.6% | +18.8% |
| YTD | +84.7% | -26.4% | +111.1% | +96.6% |
| 1Y | +199.9% | -31.9% | +231.8% | +230.1% |
| 3Y | +232.8% | -1.0% | +233.7% | +209.4% |
| 5Y | +198.6% | -24.5% | +223.1% | +208.4% |
| 10Y | +1,669.7% | +220.4% | +1,449.4% | +878.3% |
| All | +14,183.4% | +4,900.9% | +9,282.5% | +2,311.0% |
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