+3,847.4%
ANET vs AZO
+296.8%
+3,550.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.7% |
| 7D | +3.0% | -3.6% | +6.6% | +4.1% |
| 30D | -5.2% | -5.6% | +0.4% | -3.7% |
| 3M | +27.6% | -6.6% | +34.3% | +29.1% |
| 6M | +44.4% | -22.5% | +66.9% | +54.4% |
| YTD | +52.3% | -15.2% | +67.5% | +57.8% |
| 1Y | +30.4% | -33.9% | +64.4% | +46.1% |
| 3Y | +313.3% | +11.8% | +301.4% | +274.7% |
| 5Y | +810.0% | +85.5% | +724.5% | +572.9% |
| All | +3,847.4% | +296.8% | +3,550.6% | +2,353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling