+497.7%
ANET vs FIVE
+16.7%
+480.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | +15.5% | +2.7% | +12.9% | +14.7% |
| 30D | +1.0% | +12.7% | -11.7% | -2.2% |
| 3M | -3.1% | +2.1% | -5.2% | -4.0% |
| 6M | +40.2% | +17.5% | +22.8% | +32.7% |
| YTD | +50.6% | +31.0% | +19.6% | +37.2% |
| 1Y | +51.4% | +67.7% | -16.3% | +28.2% |
| 3Y | +275.3% | +43.4% | +231.9% | +208.0% |
| All | +497.7% | +16.7% | +480.9% | +401.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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