+3,770.2%
ANET vs QLD
+1,665.6%
+2,104.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | +3.7% | +1.9% | +1.8% | +2.5% |
| 30D | +0.7% | -1.8% | +2.5% | +1.8% |
| 3M | +26.8% | -0.1% | +26.9% | +26.8% |
| 6M | +40.7% | +32.6% | +8.1% | +18.5% |
| YTD | +47.2% | +27.9% | +19.3% | +26.9% |
| 1Y | +36.0% | +40.3% | -4.3% | +10.8% |
| 3Y | +292.8% | +182.5% | +110.3% | +118.4% |
| 5Y | +761.9% | +122.5% | +639.4% | +410.9% |
| 10Y | +3,770.2% | +1,728.6% | +2,041.7% | +470.3% |
| All | +3,770.2% | +1,665.6% | +2,104.6% | +470.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling