+761.7%
ANET vs HWM
+624.6%
+137.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.0% |
| 7D | -1.3% | -12.5% | +11.2% | +5.0% |
| 30D | -4.5% | -19.0% | +14.5% | +5.3% |
| 3M | +24.5% | -8.6% | +33.1% | +29.2% |
| 6M | +35.4% | -10.2% | +45.5% | +39.4% |
| YTD | +44.2% | +11.3% | +32.9% | +30.8% |
| 1Y | +25.4% | +24.3% | +1.1% | +6.4% |
| 3Y | +284.8% | +382.3% | -97.5% | +57.7% |
| 5Y | +761.7% | +640.6% | +121.1% | +172.2% |
| All | +761.7% | +624.6% | +137.1% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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