+313.3%
ANET vs PTC
-9.2%
+322.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +5.0% |
| 7D | +3.0% | -7.3% | +10.3% | +5.8% |
| 30D | -5.2% | -11.6% | +6.4% | -1.2% |
| 3M | +27.6% | +10.5% | +17.1% | +19.3% |
| 6M | +44.4% | -17.8% | +62.2% | +56.7% |
| YTD | +52.3% | -24.9% | +77.3% | +74.1% |
| 1Y | +30.4% | -36.8% | +67.2% | +66.1% |
| 3Y | +313.3% | -8.7% | +322.0% | +298.1% |
| All | +313.3% | -9.2% | +322.5% | +298.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling