+4,133.3%
ANET vs XYZ
+606.0%
+3,527.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -1.3% | -5.2% | +3.9% | +0.3% |
| 30D | -4.5% | 0.0% | -4.5% | -4.8% |
| 3M | +24.5% | +18.7% | +5.9% | +17.2% |
| 6M | +35.4% | +20.5% | +14.8% | +26.4% |
| YTD | +44.2% | +21.5% | +22.8% | +33.2% |
| 1Y | +25.4% | +7.2% | +18.2% | +19.5% |
| 3Y | +284.8% | +49.0% | +235.8% | +215.5% |
| 5Y | +761.7% | -68.1% | +829.8% | +908.1% |
| 10Y | +3,691.2% | +601.6% | +3,089.6% | +1,717.5% |
| All | +4,133.3% | +606.0% | +3,527.3% | +1,821.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling