+791.3%
ANET vs PHM
+156.2%
+635.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.2% |
| 7D | +3.0% | -5.0% | +8.0% | +4.4% |
| 30D | -5.2% | -8.4% | +3.3% | -3.0% |
| 3M | +27.6% | -4.4% | +32.0% | +28.1% |
| 6M | +44.4% | -3.7% | +48.1% | +44.0% |
| YTD | +52.3% | +1.3% | +51.0% | +48.6% |
| 1Y | +30.4% | -14.0% | +44.4% | +33.7% |
| 3Y | +313.3% | +48.1% | +265.1% | +225.7% |
| All | +791.3% | +156.2% | +635.1% | +445.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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