+313.3%
ANET vs XLU
+47.0%
+266.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.9% | +5.7% |
| 7D | +3.0% | -1.6% | +4.6% | +3.6% |
| 30D | -5.2% | -3.3% | -1.9% | -4.1% |
| 3M | +27.6% | -3.2% | +30.8% | +28.6% |
| 6M | +44.4% | -7.0% | +51.3% | +48.0% |
| YTD | +52.3% | +0.6% | +51.7% | +51.2% |
| 1Y | +30.4% | +2.4% | +28.0% | +28.7% |
| 3Y | +313.3% | +46.3% | +267.0% | +289.4% |
| All | +313.3% | +47.0% | +266.2% | +289.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling