+5,397.9%
ANET vs PSX
+376.4%
+5,021.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.8% |
| 7D | -1.3% | +1.5% | -2.8% | -1.7% |
| 30D | -4.5% | +15.8% | -20.3% | -8.4% |
| 3M | +24.5% | +43.0% | -18.5% | +12.2% |
| 6M | +35.4% | +61.1% | -25.7% | +17.3% |
| YTD | +44.2% | +104.5% | -60.3% | +16.2% |
| 1Y | +25.4% | +102.5% | -77.1% | +1.0% |
| 3Y | +284.8% | +133.5% | +151.3% | +191.3% |
| 5Y | +761.7% | +367.0% | +394.7% | +412.2% |
| 10Y | +3,691.2% | +382.3% | +3,308.8% | +1,931.2% |
| All | +5,397.9% | +376.4% | +5,021.5% | +2,962.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling