+5,706.3%
ANET vs TRI
+273.0%
+5,433.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +5.0% |
| 7D | +3.0% | -7.9% | +10.9% | +5.9% |
| 30D | -5.2% | -4.5% | -0.7% | -4.3% |
| 3M | +27.6% | +22.1% | +5.5% | +12.4% |
| 6M | +44.4% | -2.8% | +47.2% | +39.6% |
| YTD | +52.3% | -23.4% | +75.7% | +64.2% |
| 1Y | +30.4% | -41.5% | +71.9% | +63.9% |
| 3Y | +313.3% | -19.2% | +332.5% | +299.3% |
| 5Y | +810.0% | -9.4% | +819.4% | +700.7% |
| 10Y | +3,903.8% | +195.6% | +3,708.2% | +1,470.6% |
| All | +5,706.3% | +273.0% | +5,433.3% | +1,859.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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