+5,706.3%
ANET vs XBI
+254.0%
+5,452.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.8% |
| 7D | +3.0% | -4.6% | +7.6% | +5.5% |
| 30D | -5.2% | -2.0% | -3.2% | -4.5% |
| 3M | +27.6% | +17.8% | +9.8% | +16.6% |
| 6M | +44.4% | +23.7% | +20.7% | +27.8% |
| YTD | +52.3% | +28.2% | +24.1% | +32.1% |
| 1Y | +30.4% | +64.0% | -33.5% | -0.6% |
| 3Y | +313.3% | +99.4% | +213.9% | +178.9% |
| 5Y | +810.0% | +19.3% | +790.7% | +673.5% |
| 10Y | +3,903.8% | +158.7% | +3,745.1% | +2,117.5% |
| All | +5,706.3% | +254.0% | +5,452.3% | +2,374.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling