+791.3%
ANET vs IBKR
+495.5%
+295.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.2% | +3.4% | +4.4% |
| 7D | +3.0% | -1.3% | +4.3% | +3.8% |
| 30D | -5.2% | -0.2% | -5.0% | -5.3% |
| 3M | +27.6% | +3.0% | +24.7% | +25.0% |
| 6M | +44.4% | +33.9% | +10.5% | +21.8% |
| YTD | +52.3% | +42.5% | +9.8% | +23.6% |
| 1Y | +30.4% | +44.9% | -14.4% | +4.3% |
| 3Y | +313.3% | +293.0% | +20.2% | +98.4% |
| All | +791.3% | +495.5% | +295.8% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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