+5,706.3%
ANET vs NRG
+305.4%
+5,400.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.1% |
| 7D | +3.0% | -4.7% | +7.7% | +4.6% |
| 30D | -5.2% | -6.0% | +0.8% | -3.6% |
| 3M | +27.6% | -8.0% | +35.6% | +29.8% |
| 6M | +44.4% | -23.2% | +67.5% | +55.1% |
| YTD | +52.3% | -28.1% | +80.4% | +66.8% |
| 1Y | +30.4% | -27.3% | +57.7% | +41.6% |
| 3Y | +313.3% | +208.7% | +104.6% | +195.2% |
| 5Y | +810.0% | +197.7% | +612.4% | +546.0% |
| 10Y | +3,903.8% | +1,103.3% | +2,800.5% | +2,079.8% |
| All | +5,706.3% | +305.4% | +5,400.8% | +3,157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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