+791.3%
ANET vs XBI
+19.1%
+772.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.8% |
| 7D | +3.0% | -4.6% | +7.6% | +5.3% |
| 30D | -5.2% | -2.0% | -3.2% | -4.6% |
| 3M | +27.6% | +17.8% | +9.8% | +17.0% |
| 6M | +44.4% | +23.7% | +20.7% | +28.3% |
| YTD | +52.3% | +28.2% | +24.1% | +32.8% |
| 1Y | +30.4% | +64.0% | -33.5% | +0.3% |
| 3Y | +313.3% | +99.4% | +213.9% | +183.7% |
| All | +791.3% | +19.1% | +772.2% | +705.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling