+743.9%
ANET vs WMB
+267.4%
+476.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -0.6% |
| 7D | -1.3% | -1.7% | +0.4% | -0.5% |
| 30D | -4.5% | +0.7% | -5.2% | -4.9% |
| 3M | +24.5% | +1.5% | +23.0% | +23.1% |
| 6M | +35.4% | +0.1% | +35.3% | +34.5% |
| YTD | +44.2% | +22.9% | +21.3% | +28.9% |
| 1Y | +25.4% | +27.9% | -2.5% | +8.8% |
| 3Y | +284.8% | +139.1% | +145.6% | +164.3% |
| All | +743.9% | +267.4% | +476.5% | +456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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