+761.7%
ANET vs IBB
+17.1%
+744.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.2% |
| 7D | -1.3% | -5.2% | +3.9% | +2.1% |
| 30D | -4.5% | +1.5% | -5.9% | -5.9% |
| 3M | +24.5% | +22.1% | +2.4% | +7.5% |
| 6M | +35.4% | +17.7% | +17.6% | +19.2% |
| YTD | +44.2% | +20.2% | +24.1% | +25.1% |
| 1Y | +25.4% | +44.4% | -19.0% | -5.0% |
| 3Y | +284.8% | +61.1% | +223.7% | +164.3% |
| 5Y | +761.7% | +18.5% | +743.2% | +623.4% |
| All | +761.7% | +17.1% | +744.5% | +623.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling