+5,537.2%
ANET vs SWK
+51.9%
+5,485.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | -1.8% | -5.7% | +3.9% | +0.4% |
| 3M | +16.7% | +24.1% | -7.3% | +6.7% |
| 6M | +43.7% | +24.7% | +19.0% | +30.1% |
| YTD | +47.9% | +33.9% | +13.9% | +29.1% |
| 1Y | +37.3% | +34.7% | +2.6% | +18.6% |
| 3Y | +292.7% | +15.3% | +277.5% | +244.0% |
| 5Y | +753.8% | -39.3% | +793.1% | +868.0% |
| 10Y | +3,730.1% | +2.5% | +3,727.6% | +2,872.3% |
| All | +5,537.2% | +51.9% | +5,485.3% | +3,606.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling