+761.7%
ANET vs PTC
+0.6%
+761.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -1.3% | -14.2% | +13.0% | +6.2% |
| 30D | -4.5% | -14.4% | +10.0% | +2.4% |
| 3M | +24.5% | -4.7% | +29.2% | +23.6% |
| 6M | +35.4% | -19.3% | +54.7% | +47.6% |
| YTD | +44.2% | -26.1% | +70.3% | +65.5% |
| 1Y | +25.4% | -37.1% | +62.4% | +59.3% |
| 3Y | +284.8% | -10.4% | +295.2% | +276.3% |
| 5Y | +761.7% | +2.5% | +759.2% | +638.5% |
| All | +761.7% | +0.6% | +761.0% | +638.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling