+791.3%
ANET vs PSX
+362.1%
+429.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.2% | +5.5% |
| 7D | +3.0% | +1.7% | +1.3% | +2.6% |
| 30D | -5.2% | +15.6% | -20.8% | -8.3% |
| 3M | +27.6% | +46.5% | -18.8% | +17.0% |
| 6M | +44.4% | +55.0% | -10.6% | +30.2% |
| YTD | +52.3% | +105.3% | -53.0% | +28.0% |
| 1Y | +30.4% | +101.6% | -71.2% | +9.8% |
| 3Y | +313.3% | +134.1% | +179.1% | +228.9% |
| All | +791.3% | +362.1% | +429.1% | +519.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling