+27.1%
ANET vs XLV
+33.3%
-6.2%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.1% | +2.0% | +6.1% |
| 7D | -4.4% | +5.5% | -9.9% | -2.5% |
| 30D | -13.7% | +13.3% | -27.1% | -9.8% |
| 3M | -6.3% | +17.4% | -23.8% | -1.0% |
| 6M | +3.4% | +32.1% | -28.7% | +6.0% |
| YTD | +36.2% | +24.0% | +12.2% | +41.1% |
| All | +27.1% | +33.3% | -6.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 1y: compounded portfolio wealth divided by compounded XLV 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…
1y analysis · Full analysis span regression · 6 months rolling