+6,604.2%
TRV vs ADSK
+4,774.6%
+1,829.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +1.9% | -2.5% | +4.5% | +2.3% |
| 30D | +1.7% | -14.9% | +16.6% | +4.1% |
| 3M | +23.9% | +3.3% | +20.6% | +22.9% |
| 6M | +26.3% | -15.7% | +41.9% | +28.7% |
| YTD | +30.8% | -28.2% | +59.1% | +36.3% |
| 1Y | +36.3% | -34.5% | +70.9% | +44.0% |
| 3Y | +145.0% | -2.9% | +147.9% | +141.4% |
| 5Y | +163.9% | -25.3% | +189.2% | +163.8% |
| 10Y | +305.8% | +217.8% | +88.0% | +216.3% |
| All | +6,604.2% | +4,774.6% | +1,829.5% | +3,135.3% |
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