+13.3%
ANET vs TROW
+12.7%
+0.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -3.4% | -7.4% | -9.9% |
| 7D | -13.6% | +2.0% | -15.6% | -13.7% |
| 30D | -26.1% | +4.9% | -31.0% | -26.4% |
| 3M | -19.3% | -4.3% | -15.1% | -18.5% |
| 6M | -6.5% | +7.0% | -13.5% | -9.6% |
| YTD | +21.5% | +10.4% | +11.1% | +11.7% |
| 1Y | +13.3% | +11.8% | +1.6% | +3.1% |
| All | +13.3% | +12.7% | +0.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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