+387.2%
IGV vs ANET
+3,621.8%
-3,234.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -5.9% | +10.9% | +6.9% |
| 7D | +2.0% | -3.1% | +5.1% | +2.8% |
| 30D | +2.5% | -5.5% | +8.0% | +3.9% |
| 3M | +17.6% | +15.1% | +2.5% | +10.4% |
| 6M | +26.7% | +40.6% | -13.9% | +9.6% |
| YTD | +0.9% | +43.3% | -42.4% | -14.0% |
| 1Y | -4.5% | +34.7% | -39.2% | -17.6% |
| 3Y | +48.7% | +300.5% | -251.9% | -18.4% |
| 5Y | +29.1% | +739.9% | -710.9% | -47.5% |
| 10Y | +387.2% | +3,514.8% | -3,127.6% | +37.6% |
| All | +387.2% | +3,621.8% | -3,234.6% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 10y: compounded portfolio wealth divided by compounded ANET 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…
10y analysis · Full analysis span regression · 6 months rolling