+78.9%
UBER vs ADSK
-25.3%
+104.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -5.4% | -2.5% | -2.9% | -4.0% |
| 30D | -4.9% | -14.9% | +10.0% | +3.1% |
| 3M | +3.0% | +3.3% | -0.3% | -0.4% |
| 6M | -4.4% | -15.7% | +11.3% | +2.6% |
| YTD | -12.3% | -28.2% | +16.0% | +2.7% |
| 1Y | -24.3% | -34.5% | +10.2% | -6.2% |
| 3Y | +46.4% | -2.9% | +49.3% | +33.0% |
| All | +78.9% | -25.3% | +104.2% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling