+5,512.5%
ANET vs EMR
+207.2%
+5,305.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.4% |
| 7D | +3.7% | +0.9% | +2.8% | +3.2% |
| 30D | +0.7% | -5.0% | +5.7% | +3.7% |
| 3M | +26.8% | +5.9% | +20.9% | +23.2% |
| 6M | +40.7% | +7.3% | +33.3% | +34.6% |
| YTD | +47.2% | +14.6% | +32.7% | +35.1% |
| 1Y | +36.0% | +15.6% | +20.3% | +24.3% |
| 3Y | +292.8% | +60.2% | +232.6% | +200.8% |
| 5Y | +761.9% | +65.8% | +696.1% | +542.1% |
| 10Y | +3,770.2% | +277.4% | +3,492.8% | +1,667.4% |
| All | +5,512.5% | +207.2% | +5,305.4% | +2,597.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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