+16.2%
ANET vs BWA
+17.4%
-1.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.5% | +7.6% | +5.8% |
| 7D | -4.4% | -9.9% | +5.5% | -1.3% |
| 30D | -13.7% | -16.4% | +2.6% | -8.9% |
| 3M | -6.3% | -19.8% | +13.5% | +0.1% |
| 6M | +3.4% | -10.0% | +13.4% | +10.3% |
| YTD | +36.2% | +12.7% | +23.5% | +37.1% |
| 1Y | +16.2% | +15.7% | +0.6% | +16.0% |
| All | +16.2% | +17.4% | -1.1% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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