+791.3%
ANET vs DGX
+66.8%
+724.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +5.5% |
| 7D | +3.0% | -0.9% | +3.9% | +3.0% |
| 30D | -5.2% | -1.2% | -4.0% | -5.1% |
| 3M | +27.6% | +15.8% | +11.8% | +26.5% |
| 6M | +44.4% | +18.2% | +26.2% | +42.9% |
| YTD | +52.3% | +37.2% | +15.1% | +48.3% |
| 1Y | +30.4% | +30.4% | +0.1% | +27.5% |
| 3Y | +313.3% | +96.7% | +216.5% | +262.7% |
| All | +791.3% | +66.8% | +724.5% | +747.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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