+791.3%
ANET vs XYZ
-68.2%
+859.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.6% |
| 7D | +3.0% | -4.3% | +7.3% | +4.3% |
| 30D | -5.2% | +1.2% | -6.4% | -5.8% |
| 3M | +27.6% | +14.6% | +13.0% | +21.6% |
| 6M | +44.4% | +22.6% | +21.8% | +34.5% |
| YTD | +52.3% | +21.7% | +30.6% | +41.0% |
| 1Y | +30.4% | +6.7% | +23.7% | +24.7% |
| 3Y | +313.3% | +46.8% | +266.4% | +244.7% |
| All | +791.3% | -68.2% | +859.4% | +858.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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