+5,706.3%
ANET vs DUK
+174.8%
+5,531.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +3.0% | -0.7% | +3.7% | +3.1% |
| 30D | -5.2% | -2.4% | -2.7% | -4.9% |
| 3M | +27.6% | -3.0% | +30.6% | +27.9% |
| 6M | +44.4% | -6.6% | +50.9% | +45.4% |
| YTD | +52.3% | +4.6% | +47.8% | +50.2% |
| 1Y | +30.4% | +1.2% | +29.2% | +29.2% |
| 3Y | +313.3% | +45.7% | +267.6% | +267.2% |
| 5Y | +810.0% | +40.3% | +769.7% | +711.4% |
| 10Y | +3,903.8% | +129.9% | +3,773.9% | +3,213.7% |
| All | +5,706.3% | +174.8% | +5,531.4% | +5,271.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling