+5,512.5%
ANET vs TECH
+262.3%
+5,250.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | +3.7% | -0.1% | +3.7% | +3.7% |
| 30D | +0.7% | +0.3% | +0.4% | +0.6% |
| 3M | +26.8% | +32.9% | -6.1% | +12.3% |
| 6M | +40.7% | +32.1% | +8.6% | +23.5% |
| YTD | +47.2% | +23.4% | +23.9% | +31.7% |
| 1Y | +36.0% | +34.1% | +1.9% | +16.7% |
| 3Y | +292.8% | +2.2% | +290.6% | +255.6% |
| 5Y | +761.9% | -41.8% | +803.8% | +900.0% |
| 10Y | +3,770.2% | +188.9% | +3,581.3% | +1,686.3% |
| All | +5,512.5% | +262.3% | +5,250.2% | +1,811.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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