+5,512.5%
ANET vs SO
+234.1%
+5,278.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +3.7% | 0.0% | +3.6% | +3.7% |
| 30D | +0.7% | -2.5% | +3.2% | +1.2% |
| 3M | +26.8% | -4.2% | +31.0% | +27.4% |
| 6M | +40.7% | -7.7% | +48.3% | +42.2% |
| YTD | +47.2% | +3.8% | +43.4% | +45.4% |
| 1Y | +36.0% | +0.1% | +35.9% | +35.0% |
| 3Y | +292.8% | +44.2% | +248.6% | +247.4% |
| 5Y | +761.9% | +57.9% | +704.1% | +635.6% |
| 10Y | +3,770.2% | +162.0% | +3,608.2% | +3,067.6% |
| All | +5,512.5% | +234.1% | +5,278.4% | +4,684.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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