+15.4%
SOFI vs ANET
+813.4%
-798.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -5.0% | -2.1% |
| 7D | -4.9% | +3.0% | -7.9% | -6.4% |
| 30D | -3.5% | -5.2% | +1.7% | -1.3% |
| 3M | +3.9% | +27.6% | -23.7% | -9.2% |
| 6M | -6.5% | +44.4% | -50.9% | -25.2% |
| YTD | -33.8% | +52.3% | -86.2% | -49.0% |
| 1Y | -33.3% | +30.4% | -63.7% | -45.0% |
| 3Y | +94.6% | +313.3% | -218.6% | -20.4% |
| All | +15.4% | +813.4% | -798.0% | -69.1% |
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