+313.3%
ANET vs HRB
+25.9%
+287.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.5% | +5.1% | +5.6% |
| 7D | +3.0% | -8.0% | +11.0% | +2.8% |
| 30D | -5.2% | -16.0% | +10.8% | -5.5% |
| 3M | +27.6% | +26.9% | +0.8% | +28.1% |
| 6M | +44.4% | +51.1% | -6.7% | +43.7% |
| YTD | +52.3% | +7.1% | +45.3% | +54.7% |
| 1Y | +30.4% | -9.6% | +40.0% | +34.1% |
| 3Y | +313.3% | +25.4% | +287.8% | +288.3% |
| All | +313.3% | +25.9% | +287.4% | +288.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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