+3,552.8%
ANET vs SWK
+21.9%
+3,530.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.6% |
| 7D | +10.2% | -2.3% | +12.5% | +11.3% |
| 30D | -6.7% | +30.4% | -37.2% | -15.9% |
| 3M | -0.6% | +12.1% | -12.7% | -5.3% |
| 6M | +44.2% | +49.1% | -4.9% | +22.8% |
| YTD | +50.1% | +60.4% | -10.3% | +22.6% |
| 1Y | +45.8% | +78.3% | -32.6% | +13.9% |
| 3Y | +280.4% | +53.3% | +227.0% | +198.9% |
| 5Y | +503.5% | -27.0% | +530.5% | +533.8% |
| 10Y | +3,552.8% | +20.8% | +3,532.0% | +2,586.2% |
| All | +3,552.8% | +21.9% | +3,530.9% | +2,586.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling