+30.4%
ANET vs IVZ
+49.7%
-19.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +5.1% |
| 7D | +3.0% | -2.4% | +5.4% | +4.1% |
| 30D | -5.2% | +3.0% | -8.2% | -6.3% |
| 3M | +27.6% | +14.9% | +12.7% | +20.7% |
| 6M | +44.4% | +36.7% | +7.6% | +25.9% |
| YTD | +52.3% | +25.7% | +26.7% | +35.7% |
| 1Y | +30.4% | +47.7% | -17.3% | +14.8% |
| All | +30.4% | +49.7% | -19.3% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling