+5,397.9%
ANET vs AEM
+685.2%
+4,712.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -1.7% |
| 7D | -1.3% | -5.0% | +3.8% | -0.8% |
| 30D | -4.5% | +8.5% | -12.9% | -5.4% |
| 3M | +24.5% | +29.3% | -4.7% | +21.0% |
| 6M | +35.4% | -12.9% | +48.3% | +36.4% |
| YTD | +44.2% | +16.8% | +27.5% | +41.3% |
| 1Y | +25.4% | +29.8% | -4.4% | +21.5% |
| 3Y | +284.8% | +336.7% | -52.0% | +237.2% |
| 5Y | +761.7% | +299.9% | +461.7% | +651.3% |
| 10Y | +3,691.2% | +362.2% | +3,329.0% | +3,172.3% |
| All | +5,397.9% | +685.2% | +4,712.7% | +5,420.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling