+13.3%
ANET vs SCHW
+0.2%
+13.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.8% | -10.0% | -10.6% |
| 7D | -13.6% | +3.5% | -17.1% | -14.3% |
| 30D | -26.1% | -4.4% | -21.7% | -25.4% |
| 3M | -19.3% | -14.0% | -5.3% | -16.9% |
| 6M | -6.5% | +0.8% | -7.3% | -7.9% |
| YTD | +21.5% | -6.4% | +27.9% | +18.5% |
| 1Y | +13.3% | +0.1% | +13.3% | +3.5% |
| All | +13.3% | +0.2% | +13.1% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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