+791.3%
ANET vs SPGI
-0.2%
+791.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.1% | +5.5% | +5.6% |
| 7D | +3.0% | -7.4% | +10.4% | +7.0% |
| 30D | -5.2% | +0.4% | -5.6% | -5.8% |
| 3M | +27.6% | +5.3% | +22.4% | +21.6% |
| 6M | +44.4% | +1.7% | +42.7% | +39.5% |
| YTD | +52.3% | -16.4% | +68.7% | +64.0% |
| 1Y | +30.4% | -20.5% | +50.9% | +44.7% |
| 3Y | +313.3% | +14.2% | +299.0% | +243.2% |
| All | +791.3% | -0.2% | +791.5% | +694.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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