+765.4%
JPM vs ANET
+5,680.0%
-4,914.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.9% | -0.2% |
| 7D | -0.7% | +3.0% | -3.7% | -1.2% |
| 30D | -2.5% | -5.2% | +2.7% | -1.7% |
| 3M | +14.1% | +27.6% | -13.5% | +8.4% |
| 6M | +25.1% | +44.4% | -19.3% | +15.1% |
| YTD | +12.1% | +52.3% | -40.2% | +1.6% |
| 1Y | +18.8% | +30.4% | -11.6% | +10.1% |
| 3Y | +163.4% | +313.3% | -149.8% | +87.4% |
| 5Y | +156.5% | +810.0% | -653.5% | +49.9% |
| 10Y | +595.1% | +3,903.8% | -3,308.7% | +202.9% |
| All | +765.4% | +5,680.0% | -4,914.5% | +265.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling