+37.3%
ANET vs PH
+30.5%
+6.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.8% | -3.1% | +2.2% | +0.4% |
| 30D | -1.8% | -3.2% | +1.5% | -0.4% |
| 3M | +16.7% | +10.6% | +6.1% | +13.8% |
| 6M | +43.7% | -2.1% | +45.9% | +44.9% |
| YTD | +47.9% | +10.2% | +37.7% | +45.1% |
| 1Y | +37.3% | +28.2% | +9.0% | +36.4% |
| All | +37.3% | +30.5% | +6.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling