+2,600.5%
SMH vs ANET
+5,680.0%
-3,079.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.6% | -4.1% | -0.7% |
| 7D | +0.3% | +3.0% | -2.7% | -0.9% |
| 30D | -2.8% | -5.2% | +2.4% | -1.0% |
| 3M | -6.7% | +27.6% | -34.3% | -15.3% |
| 6M | +41.8% | +44.4% | -2.6% | +21.2% |
| YTD | +57.9% | +52.3% | +5.5% | +31.2% |
| 1Y | +87.6% | +30.4% | +57.2% | +63.9% |
| 3Y | +282.9% | +313.3% | -30.3% | +110.8% |
| 5Y | +330.4% | +810.0% | -479.6% | +77.9% |
| 10Y | +1,857.0% | +3,903.8% | -2,046.8% | +455.0% |
| All | +2,600.5% | +5,680.0% | -3,079.5% | +631.4% |
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