+4,868.7%
ANET vs IP
+28.9%
+4,839.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.0% |
| 7D | +1.1% | -5.1% | +6.2% | +2.9% |
| 30D | -20.9% | +8.5% | -29.4% | -23.1% |
| 3M | -11.2% | -13.8% | +2.6% | -7.3% |
| 6M | +16.1% | +5.7% | +10.4% | +12.2% |
| YTD | +30.4% | -9.1% | +39.5% | +30.1% |
| 1Y | +27.4% | -0.8% | +28.3% | +22.9% |
| 3Y | +221.0% | +14.8% | +206.2% | +179.4% |
| 5Y | +415.1% | -11.5% | +426.6% | +390.7% |
| 10Y | +3,180.3% | +27.9% | +3,152.4% | +2,267.8% |
| All | +4,868.7% | +28.9% | +4,839.8% | +3,257.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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