+503.5%
ANET vs WM
+60.7%
+442.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +6.2% |
| 7D | +10.2% | +0.8% | +9.4% | +10.1% |
| 30D | -6.7% | +13.8% | -20.5% | -8.1% |
| 3M | -0.6% | +6.4% | -7.0% | -1.2% |
| 6M | +44.2% | +13.2% | +31.0% | +40.4% |
| YTD | +50.1% | +10.8% | +39.3% | +46.6% |
| 1Y | +45.8% | +20.2% | +25.6% | +38.8% |
| 3Y | +280.4% | +46.5% | +233.9% | +227.1% |
| 5Y | +503.5% | +61.3% | +442.3% | +373.4% |
| All | +503.5% | +60.7% | +442.8% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling