+3,847.4%
ANET vs TRU
+147.2%
+3,700.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.6% | +5.2% |
| 7D | +3.0% | -2.7% | +5.7% | +4.2% |
| 30D | -5.2% | -2.0% | -3.1% | -4.8% |
| 3M | +27.6% | +18.4% | +9.2% | +15.8% |
| 6M | +44.4% | +8.9% | +35.5% | +34.7% |
| YTD | +52.3% | -8.9% | +61.3% | +52.5% |
| 1Y | +30.4% | -15.9% | +46.3% | +34.6% |
| 3Y | +313.3% | -1.1% | +314.3% | +274.1% |
| 5Y | +810.0% | -35.2% | +845.2% | +910.0% |
| All | +3,847.4% | +147.2% | +3,700.2% | +2,130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling