+5,315.9%
ANET vs SWK
+85.8%
+5,230.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.8% | +6.2% | +7.9% |
| 7D | +13.4% | +10.7% | +2.7% | +9.0% |
| 30D | -14.1% | +33.3% | -47.4% | -23.5% |
| 3M | -1.3% | +14.7% | -16.0% | -7.0% |
| 6M | +31.3% | +48.5% | -17.2% | +11.3% |
| YTD | +42.1% | +63.9% | -21.8% | +14.1% |
| 1Y | +38.3% | +80.4% | -42.1% | +6.5% |
| 3Y | +251.9% | +58.1% | +193.7% | +170.2% |
| 5Y | +460.6% | -24.5% | +485.1% | +480.1% |
| 10Y | +3,388.0% | +29.5% | +3,358.5% | +2,342.6% |
| All | +5,315.9% | +85.8% | +5,230.0% | +3,174.3% |
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