+5,911.1%
ANET vs WM
+604.7%
+5,306.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.4% |
| 7D | +29.8% | +1.2% | +28.6% | +29.2% |
| 30D | +1.0% | +15.2% | -14.2% | -5.5% |
| 3M | -1.8% | +8.3% | -10.2% | -5.9% |
| 6M | +45.0% | +13.1% | +31.8% | +34.3% |
| YTD | +57.7% | +12.5% | +45.2% | +45.7% |
| 1Y | +53.1% | +21.8% | +31.3% | +35.4% |
| 3Y | +299.6% | +48.8% | +250.8% | +204.9% |
| 5Y | +528.8% | +62.1% | +466.7% | +348.0% |
| 10Y | +3,737.6% | +331.5% | +3,406.1% | +1,349.3% |
| All | +5,911.1% | +604.7% | +5,306.3% | +1,564.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling