+791.3%
ANET vs AEM
+306.3%
+485.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.9% | +3.7% | +5.3% |
| 7D | +3.0% | -2.1% | +5.1% | +3.4% |
| 30D | -5.2% | +8.4% | -13.6% | -6.8% |
| 3M | +27.6% | +27.3% | +0.3% | +21.4% |
| 6M | +44.4% | -9.7% | +54.0% | +45.4% |
| YTD | +52.3% | +19.0% | +33.4% | +45.9% |
| 1Y | +30.4% | +31.5% | -1.1% | +22.6% |
| 3Y | +313.3% | +338.7% | -25.4% | +221.9% |
| All | +791.3% | +306.3% | +485.0% | +592.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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