+5,706.3%
ANET vs IBKR
+1,634.1%
+4,072.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.2% | +3.4% | +4.5% |
| 7D | +3.0% | -1.3% | +4.3% | +3.7% |
| 30D | -5.2% | -0.2% | -5.0% | -5.2% |
| 3M | +27.6% | +3.0% | +24.7% | +25.4% |
| 6M | +44.4% | +33.9% | +10.5% | +24.4% |
| YTD | +52.3% | +42.5% | +9.8% | +26.8% |
| 1Y | +30.4% | +44.9% | -14.4% | +7.3% |
| 3Y | +313.3% | +293.0% | +20.2% | +111.7% |
| 5Y | +810.0% | +497.7% | +312.4% | +275.1% |
| 10Y | +3,903.8% | +1,004.4% | +2,899.4% | +1,086.1% |
| All | +5,706.3% | +1,634.1% | +4,072.1% | +1,213.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling