+3,847.4%
ANET vs XLU
+140.5%
+3,706.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.9% | +5.8% |
| 7D | +3.0% | -1.6% | +4.6% | +3.8% |
| 30D | -5.2% | -3.3% | -1.9% | -3.6% |
| 3M | +27.6% | -3.2% | +30.8% | +29.3% |
| 6M | +44.4% | -7.0% | +51.3% | +49.1% |
| YTD | +52.3% | +0.6% | +51.7% | +51.0% |
| 1Y | +30.4% | +2.4% | +28.0% | +28.0% |
| 3Y | +313.3% | +46.3% | +267.0% | +234.5% |
| 5Y | +810.0% | +44.0% | +766.1% | +637.3% |
| All | +3,847.4% | +140.5% | +3,706.9% | +2,681.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 10y: compounded portfolio wealth divided by compounded XLU 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…
10y analysis · Full analysis span regression · 6 months rolling