+5,512.5%
ANET vs IOVA
+25.3%
+5,487.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.7% |
| 7D | +3.7% | -2.2% | +5.9% | +3.9% |
| 30D | +0.7% | +31.7% | -31.0% | -2.5% |
| 3M | +26.8% | +117.3% | -90.5% | +14.1% |
| 6M | +40.7% | +55.8% | -15.2% | +30.0% |
| YTD | +47.2% | +208.8% | -161.6% | +24.7% |
| 1Y | +36.0% | +255.7% | -219.7% | +11.9% |
| 3Y | +292.8% | +41.7% | +251.1% | +219.5% |
| 5Y | +761.9% | -64.9% | +826.8% | +674.7% |
| 10Y | +3,770.2% | +6.3% | +3,763.9% | +2,548.7% |
| All | +5,512.5% | +25.3% | +5,487.2% | +3,618.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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