+52.1%
JNJ vs ANET
+31.3%
+20.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.6% | -5.9% | 0.0% |
| 7D | -3.5% | +3.0% | -6.5% | -3.3% |
| 30D | +2.3% | -5.2% | +7.5% | +2.1% |
| 3M | +12.0% | +27.6% | -15.6% | +13.6% |
| 6M | +10.5% | +44.4% | -33.9% | +11.7% |
| YTD | +30.4% | +52.3% | -21.9% | +31.7% |
| 1Y | +52.1% | +30.4% | +21.7% | +54.0% |
| All | +52.1% | +31.3% | +20.8% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling