+5,512.5%
ANET vs WMB
+209.0%
+5,303.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +3.7% | 0.0% | +3.7% | +3.7% |
| 30D | +0.7% | +4.6% | -3.9% | -0.5% |
| 3M | +26.8% | +5.7% | +21.0% | +24.8% |
| 6M | +40.7% | +4.2% | +36.5% | +38.8% |
| YTD | +47.2% | +26.8% | +20.4% | +38.0% |
| 1Y | +36.0% | +34.7% | +1.3% | +25.1% |
| 3Y | +292.8% | +146.8% | +146.0% | +215.0% |
| 5Y | +761.9% | +285.0% | +476.9% | +522.7% |
| 10Y | +3,770.2% | +313.2% | +3,457.0% | +2,533.7% |
| All | +5,512.5% | +209.0% | +5,303.5% | +3,967.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling