+327.2%
SMH vs ANET
+813.4%
-486.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.6% | -4.1% | -1.2% |
| 7D | +0.3% | +3.0% | -2.7% | -1.2% |
| 30D | -2.8% | -5.2% | +2.4% | -0.6% |
| 3M | -6.7% | +27.6% | -34.3% | -17.4% |
| 6M | +41.8% | +44.4% | -2.6% | +16.1% |
| YTD | +57.9% | +52.3% | +5.5% | +24.5% |
| 1Y | +87.6% | +30.4% | +57.2% | +57.5% |
| 3Y | +282.9% | +313.3% | -30.3% | +67.1% |
| All | +327.2% | +813.4% | -486.2% | +23.5% |
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 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