+226.8%
SOXX vs ANET
+302.4%
-75.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.6% | -3.7% | -0.7% |
| 7D | +1.4% | +3.0% | -1.6% | 0.0% |
| 30D | -3.6% | -5.2% | +1.6% | -1.4% |
| 3M | -10.2% | +27.6% | -37.8% | -19.7% |
| 6M | +54.2% | +44.4% | +9.9% | +28.5% |
| YTD | +75.2% | +52.3% | +22.9% | +41.1% |
| 1Y | +107.5% | +30.4% | +77.1% | +77.1% |
| 3Y | +226.8% | +313.3% | -86.5% | +62.5% |
| All | +226.8% | +302.4% | -75.6% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling