+30.4%
ANET vs BEN
+45.3%
-14.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +3.0% | -3.1% | +6.1% | +3.9% |
| 30D | -5.2% | +0.2% | -5.4% | -5.2% |
| 3M | +27.6% | +6.8% | +20.8% | +25.8% |
| 6M | +44.4% | +38.1% | +6.3% | +30.2% |
| YTD | +52.3% | +44.3% | +8.0% | +36.7% |
| 1Y | +30.4% | +42.6% | -12.2% | +16.2% |
| All | +30.4% | +45.3% | -14.9% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling