+5,397.9%
ANET vs HRB
+137.4%
+5,260.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.9% |
| 7D | -1.3% | -12.2% | +10.9% | +1.0% |
| 30D | -4.5% | -3.0% | -1.5% | -4.3% |
| 3M | +24.5% | +21.7% | +2.8% | +18.6% |
| 6M | +35.4% | +52.3% | -17.0% | +21.6% |
| YTD | +44.2% | +6.5% | +37.7% | +39.8% |
| 1Y | +25.4% | -6.7% | +32.1% | +24.7% |
| 3Y | +284.8% | +25.1% | +259.7% | +248.9% |
| 5Y | +761.7% | +113.8% | +647.9% | +580.7% |
| 10Y | +3,691.2% | +204.8% | +3,486.4% | +2,441.9% |
| All | +5,397.9% | +137.4% | +5,260.5% | +3,847.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling