+761.9%
ANET vs WM
+51.0%
+710.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +3.7% | -1.2% | +4.9% | +3.9% |
| 30D | +0.7% | -4.5% | +5.2% | +1.5% |
| 3M | +26.8% | -2.2% | +29.0% | +26.3% |
| 6M | +40.7% | -11.5% | +52.1% | +43.8% |
| YTD | +47.2% | -0.7% | +47.9% | +45.5% |
| 1Y | +36.0% | +0.3% | +35.6% | +33.8% |
| 3Y | +292.8% | +44.2% | +248.6% | +223.9% |
| 5Y | +761.9% | +51.6% | +710.3% | +556.0% |
| All | +761.9% | +51.0% | +710.9% | +556.0% |
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