+3,847.4%
ANET vs URI
+1,233.9%
+2,613.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +3.0% | -2.1% | +5.1% | +3.8% |
| 30D | -5.2% | -12.4% | +7.2% | -0.6% |
| 3M | +27.6% | -7.3% | +34.9% | +31.1% |
| 6M | +44.4% | +27.2% | +17.2% | +30.0% |
| YTD | +52.3% | +23.0% | +29.4% | +37.3% |
| 1Y | +30.4% | +3.9% | +26.5% | +24.8% |
| 3Y | +313.3% | +121.6% | +191.6% | +195.6% |
| 5Y | +810.0% | +201.1% | +609.0% | +469.6% |
| All | +3,847.4% | +1,233.9% | +2,613.5% | +1,482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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