+5,397.9%
ANET vs XHB
+233.8%
+5,164.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -0.6% |
| 7D | -1.3% | -5.2% | +4.0% | +2.0% |
| 30D | -4.5% | -12.1% | +7.7% | +3.1% |
| 3M | +24.5% | -6.2% | +30.7% | +28.5% |
| 6M | +35.4% | -6.7% | +42.1% | +39.3% |
| YTD | +44.2% | -5.5% | +49.7% | +46.2% |
| 1Y | +25.4% | -15.6% | +41.0% | +35.9% |
| 3Y | +284.8% | +22.0% | +262.8% | +216.7% |
| 5Y | +761.7% | +31.8% | +729.9% | +561.4% |
| 10Y | +3,691.2% | +208.1% | +3,483.1% | +1,421.0% |
| All | +5,397.9% | +233.8% | +5,164.1% | +1,896.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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