+791.3%
ANET vs SCHW
+59.3%
+732.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +3.0% | -1.9% | +4.9% | +3.7% |
| 30D | -5.2% | -1.6% | -3.6% | -4.8% |
| 3M | +27.6% | +21.3% | +6.3% | +18.1% |
| 6M | +44.4% | +16.5% | +27.9% | +35.0% |
| YTD | +52.3% | +8.4% | +43.9% | +46.3% |
| 1Y | +30.4% | +15.6% | +14.8% | +21.9% |
| 3Y | +313.3% | +86.8% | +226.4% | +219.2% |
| All | +791.3% | +59.3% | +732.0% | +607.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling