+791.3%
ANET vs AZO
+85.8%
+705.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.6% |
| 7D | +3.0% | -3.6% | +6.6% | +3.7% |
| 30D | -5.2% | -5.6% | +0.4% | -4.2% |
| 3M | +27.6% | -6.6% | +34.3% | +28.6% |
| 6M | +44.4% | -22.5% | +66.9% | +52.2% |
| YTD | +52.3% | -15.2% | +67.5% | +56.5% |
| 1Y | +30.4% | -33.9% | +64.4% | +43.3% |
| 3Y | +313.3% | +11.8% | +301.4% | +267.3% |
| All | +791.3% | +85.8% | +705.5% | +550.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling