+5,571.6%
ANET vs PTC
+259.2%
+5,312.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.5% | +6.1% | +3.4% |
| 7D | +3.0% | -12.8% | +15.8% | +10.2% |
| 30D | +3.3% | -9.8% | +13.1% | +8.1% |
| 3M | +24.7% | -2.1% | +26.7% | +21.9% |
| 6M | +46.7% | -18.1% | +64.8% | +57.2% |
| YTD | +48.8% | -23.5% | +72.3% | +64.9% |
| 1Y | +39.2% | -37.4% | +76.6% | +72.4% |
| 3Y | +296.9% | -7.2% | +304.2% | +289.0% |
| 5Y | +767.5% | +2.7% | +764.9% | +691.6% |
| 10Y | +3,734.5% | +203.4% | +3,531.1% | +1,654.4% |
| All | +5,571.6% | +259.2% | +5,312.4% | +2,318.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling