+112.4%
ASML vs ANET
+754.7%
-642.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.5% |
| 7D | +2.8% | +3.7% | -0.9% | +1.2% |
| 30D | -0.2% | +0.7% | -1.0% | -0.9% |
| 3M | -2.6% | +26.8% | -29.4% | -13.0% |
| 6M | +27.9% | +40.7% | -12.8% | +6.6% |
| YTD | +62.4% | +47.2% | +15.2% | +31.4% |
| 1Y | +116.2% | +36.0% | +80.3% | +78.3% |
| 3Y | +182.4% | +292.8% | -110.4% | +25.3% |
| 5Y | +112.4% | +761.9% | -649.6% | -42.3% |
| All | +112.4% | +754.7% | -642.3% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 ANET 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