+18,420.3%
WDC vs ADSK
+4,642.0%
+13,778.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.7% | +2.0% |
| 7D | +7.5% | -14.5% | +22.0% | +13.2% |
| 30D | +10.1% | -19.3% | +29.4% | +17.8% |
| 3M | -6.8% | -7.8% | +1.0% | -7.4% |
| 6M | +84.1% | -20.8% | +104.9% | +90.9% |
| YTD | +180.3% | -30.2% | +210.5% | +202.0% |
| 1Y | +411.1% | -36.5% | +447.5% | +468.9% |
| 3Y | +1,375.0% | -5.7% | +1,380.7% | +1,308.5% |
| 5Y | +991.6% | -28.2% | +1,019.7% | +1,022.9% |
| 10Y | +1,309.1% | +209.1% | +1,100.0% | +759.7% |
| All | +18,420.3% | +4,642.0% | +13,778.3% | +3,045.3% |
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