+777.3%
ANET vs SOXQ
+286.7%
+490.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.8% | +3.8% | +4.2% |
| 7D | +3.0% | +0.8% | +2.2% | +2.4% |
| 30D | -5.2% | -4.6% | -0.6% | -1.7% |
| 3M | +27.6% | -10.2% | +37.8% | +37.3% |
| 6M | +44.4% | +49.7% | -5.3% | +0.5% |
| YTD | +52.3% | +67.2% | -14.9% | -3.2% |
| 1Y | +30.4% | +98.0% | -67.6% | -28.3% |
| 3Y | +313.3% | +237.2% | +76.1% | +49.8% |
| 5Y | +810.0% | +261.3% | +548.7% | +211.4% |
| All | +777.3% | +286.7% | +490.7% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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