+4,868.7%
ANET vs USB
+115.2%
+4,753.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +1.1% | 0.0% | +1.1% | +1.2% |
| 30D | -20.9% | +5.8% | -26.7% | -22.7% |
| 3M | -11.2% | -6.0% | -5.2% | -9.2% |
| 6M | +16.1% | +7.8% | +8.4% | +12.1% |
| YTD | +30.4% | +14.6% | +15.8% | +22.5% |
| 1Y | +27.4% | +31.8% | -4.3% | +13.3% |
| 3Y | +221.0% | +91.5% | +129.5% | +142.9% |
| 5Y | +415.1% | +22.0% | +393.1% | +354.6% |
| 10Y | +3,180.3% | +96.1% | +3,084.2% | +1,986.3% |
| All | +4,868.7% | +115.2% | +4,753.5% | +2,899.0% |
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