+3,388.0%
ANET vs USB
+94.3%
+3,293.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.5% | +6.5% | +8.1% |
| 7D | +13.4% | +0.8% | +12.7% | +13.3% |
| 30D | -14.1% | +6.8% | -20.9% | -16.1% |
| 3M | -1.3% | -3.8% | +2.5% | 0.0% |
| 6M | +31.3% | +11.7% | +19.6% | +25.5% |
| YTD | +42.1% | +17.5% | +24.6% | +33.1% |
| 1Y | +38.3% | +33.8% | +4.5% | +23.4% |
| 3Y | +251.9% | +104.2% | +147.6% | +166.7% |
| 5Y | +460.6% | +26.4% | +434.2% | +394.1% |
| 10Y | +3,388.0% | +89.2% | +3,298.8% | +2,470.6% |
| All | +3,388.0% | +94.3% | +3,293.7% | +2,470.6% |
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