+3,847.4%
ANET vs RGEN
+415.7%
+3,431.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.5% |
| 7D | +3.0% | -1.4% | +4.4% | +3.4% |
| 30D | -5.2% | -0.3% | -4.9% | -5.3% |
| 3M | +27.6% | +23.9% | +3.7% | +18.6% |
| 6M | +44.4% | +38.5% | +5.9% | +28.7% |
| YTD | +52.3% | +0.8% | +51.5% | +49.0% |
| 1Y | +30.4% | +38.2% | -7.8% | +15.8% |
| 3Y | +313.3% | +1.3% | +312.0% | +280.0% |
| 5Y | +810.0% | -44.0% | +854.0% | +833.6% |
| All | +3,847.4% | +415.7% | +3,431.7% | +1,861.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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