+5,512.5%
ANET vs EXR
+292.8%
+5,219.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.4% |
| 7D | +3.7% | -3.1% | +6.7% | +4.5% |
| 30D | +0.7% | -7.5% | +8.3% | +2.8% |
| 3M | +26.8% | -7.5% | +34.3% | +28.8% |
| 6M | +40.7% | -5.2% | +45.8% | +41.5% |
| YTD | +47.2% | +6.5% | +40.7% | +42.7% |
| 1Y | +36.0% | -2.0% | +38.0% | +34.6% |
| 3Y | +292.8% | +21.5% | +271.3% | +250.2% |
| 5Y | +761.9% | -11.5% | +773.5% | +752.1% |
| 10Y | +3,770.2% | +148.0% | +3,622.2% | +2,642.9% |
| All | +5,512.5% | +292.8% | +5,219.7% | +3,132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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