+5,537.2%
ANET vs USB
+127.3%
+5,410.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.8% | +1.4% | -2.3% | -1.4% |
| 30D | -1.8% | -1.3% | -0.5% | -1.2% |
| 3M | +16.7% | +15.2% | +1.5% | +10.1% |
| 6M | +43.7% | +18.8% | +24.9% | +33.7% |
| YTD | +47.9% | +21.0% | +26.9% | +36.3% |
| 1Y | +37.3% | +34.0% | +3.3% | +21.2% |
| 3Y | +292.7% | +95.3% | +197.4% | +193.7% |
| 5Y | +753.8% | +40.4% | +713.5% | +610.7% |
| 10Y | +3,730.1% | +107.3% | +3,622.8% | +2,285.6% |
| All | +5,537.2% | +127.3% | +5,410.0% | +3,236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling