+27.1%
ANET vs XBI
+48.5%
-21.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.7% | +2.4% | +4.1% |
| 7D | -4.4% | +1.0% | -5.4% | -4.7% |
| 30D | -13.7% | +1.9% | -15.6% | -14.4% |
| 3M | -6.3% | +4.8% | -11.1% | -8.3% |
| 6M | +3.4% | +19.3% | -15.9% | -4.8% |
| YTD | +36.2% | +30.6% | +5.6% | +19.3% |
| All | +27.1% | +48.5% | -21.4% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 1y: compounded portfolio wealth divided by compounded XBI 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…
1y analysis · Full analysis span regression · 6 months rolling