+3,734.5%
ANET vs USB
+106.9%
+3,627.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.1% |
| 7D | +3.0% | +2.1% | +0.9% | +2.2% |
| 30D | +3.3% | -2.3% | +5.6% | +4.2% |
| 3M | +24.7% | +13.9% | +10.8% | +18.6% |
| 6M | +46.7% | +21.6% | +25.1% | +36.0% |
| YTD | +48.8% | +19.3% | +29.5% | +38.7% |
| 1Y | +39.2% | +33.6% | +5.7% | +24.2% |
| 3Y | +296.9% | +97.7% | +199.2% | +203.1% |
| 5Y | +767.5% | +40.4% | +727.1% | +633.7% |
| 10Y | +3,734.5% | +105.9% | +3,628.6% | +2,532.6% |
| All | +3,734.5% | +106.9% | +3,627.6% | +2,532.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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