+191.8%
ANET vs AMIX
-100.0%
+291.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -20.0% | +26.3% | +6.4% |
| 7D | +10.2% | -8.1% | +18.3% | +10.2% |
| 30D | -6.7% | -52.3% | +45.5% | -6.4% |
| 3M | -0.6% | -83.8% | +83.2% | +0.3% |
| 6M | +44.2% | -79.0% | +123.1% | +43.5% |
| YTD | +50.1% | -87.2% | +137.3% | +50.1% |
| 1Y | +45.8% | -91.7% | +137.5% | +46.2% |
| All | +191.8% | -100.0% | +291.8% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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