+313.3%
ANET vs DUK
+47.2%
+266.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +3.0% | -0.7% | +3.7% | +2.6% |
| 30D | -5.2% | -2.4% | -2.7% | -6.5% |
| 3M | +27.6% | -3.0% | +30.6% | +25.9% |
| 6M | +44.4% | -6.6% | +50.9% | +40.1% |
| YTD | +52.3% | +4.6% | +47.8% | +56.9% |
| 1Y | +30.4% | +1.2% | +29.2% | +32.6% |
| 3Y | +313.3% | +45.7% | +267.6% | +370.2% |
| All | +313.3% | +47.2% | +266.1% | +370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling