+5,512.5%
ANET vs RGEN
+706.7%
+4,805.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.5% |
| 7D | +3.7% | -4.6% | +8.2% | +4.9% |
| 30D | +0.7% | +1.2% | -0.4% | +0.3% |
| 3M | +26.8% | +26.8% | 0.0% | +18.2% |
| 6M | +40.7% | +29.1% | +11.6% | +29.5% |
| YTD | +47.2% | +0.7% | +46.5% | +44.5% |
| 1Y | +36.0% | +39.1% | -3.1% | +22.5% |
| 3Y | +292.8% | +2.2% | +290.5% | +265.3% |
| 5Y | +761.9% | -44.0% | +805.9% | +778.0% |
| 10Y | +3,770.2% | +412.7% | +3,357.5% | +2,255.0% |
| All | +5,512.5% | +706.7% | +4,805.8% | +2,754.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling