+3,847.4%
ANET vs PSX
+386.4%
+3,461.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.2% | +5.5% |
| 7D | +3.0% | +1.7% | +1.3% | +2.5% |
| 30D | -5.2% | +15.6% | -20.8% | -8.9% |
| 3M | +27.6% | +46.5% | -18.8% | +14.9% |
| 6M | +44.4% | +55.0% | -10.6% | +27.5% |
| YTD | +52.3% | +105.3% | -53.0% | +24.0% |
| 1Y | +30.4% | +101.6% | -71.2% | +6.4% |
| 3Y | +313.3% | +134.1% | +179.1% | +217.1% |
| 5Y | +810.0% | +368.7% | +441.3% | +456.0% |
| All | +3,847.4% | +386.4% | +3,461.0% | +2,218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling