+5,512.5%
ANET vs BEN
+3.7%
+5,508.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | +3.7% | +3.4% | +0.3% | +2.2% |
| 30D | +0.7% | +1.8% | -1.1% | 0.0% |
| 3M | +26.8% | +8.4% | +18.4% | +22.3% |
| 6M | +40.7% | +35.6% | +5.0% | +22.1% |
| YTD | +47.2% | +46.4% | +0.9% | +23.0% |
| 1Y | +36.0% | +46.3% | -10.4% | +13.1% |
| 3Y | +292.8% | +54.6% | +238.2% | +208.8% |
| 5Y | +761.9% | +39.4% | +722.6% | +598.5% |
| 10Y | +3,770.2% | +57.6% | +3,712.6% | +2,561.4% |
| All | +5,512.5% | +3.7% | +5,508.8% | +4,356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling