+37.3%
ANET vs TROW
+0.2%
+37.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | -0.8% | -1.3% | +0.5% | -0.7% |
| 30D | -1.8% | -4.5% | +2.7% | -1.4% |
| 3M | +16.7% | +3.9% | +12.9% | +14.7% |
| 6M | +43.7% | +22.6% | +21.2% | +34.8% |
| YTD | +47.9% | +10.1% | +37.8% | +39.5% |
| 1Y | +37.3% | +3.6% | +33.7% | +27.1% |
| All | +37.3% | +0.2% | +37.1% | +27.1% |
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