+5,571.6%
ANET vs SPGI
+520.6%
+5,051.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +2.5% |
| 7D | +3.0% | -2.5% | +5.5% | +4.4% |
| 30D | +3.3% | +5.4% | -2.1% | -0.2% |
| 3M | +24.7% | +9.0% | +15.6% | +15.9% |
| 6M | +46.7% | +0.8% | +45.9% | +42.3% |
| YTD | +48.8% | -12.6% | +61.4% | +55.2% |
| 1Y | +39.2% | -16.1% | +55.4% | +47.9% |
| 3Y | +296.9% | +19.0% | +277.9% | +232.4% |
| 5Y | +767.5% | +5.1% | +762.5% | +680.0% |
| 10Y | +3,734.5% | +295.5% | +3,439.0% | +1,279.9% |
| All | +5,571.6% | +520.6% | +5,051.0% | +1,528.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling