+5,571.6%
ANET vs URI
+897.0%
+4,674.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +3.0% | +2.5% | +0.5% | +2.1% |
| 30D | +3.3% | -12.5% | +15.9% | +8.3% |
| 3M | +24.7% | -6.2% | +30.8% | +27.5% |
| 6M | +46.7% | +25.9% | +20.8% | +32.8% |
| YTD | +48.8% | +26.2% | +22.6% | +33.2% |
| 1Y | +39.2% | +5.5% | +33.8% | +32.7% |
| 3Y | +296.9% | +125.0% | +172.0% | +185.1% |
| 5Y | +767.5% | +210.4% | +557.1% | +445.0% |
| 10Y | +3,734.5% | +1,157.2% | +2,577.3% | +1,276.5% |
| All | +5,571.6% | +897.0% | +4,674.6% | +2,050.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling