+791.3%
ANET vs BWA
+87.2%
+704.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.5% | +4.1% | +5.1% |
| 7D | +3.0% | -1.3% | +4.3% | +3.5% |
| 30D | -5.2% | -2.9% | -2.2% | -4.2% |
| 3M | +27.6% | -10.7% | +38.3% | +32.9% |
| 6M | +44.4% | +26.5% | +17.9% | +32.1% |
| YTD | +52.3% | +49.1% | +3.2% | +27.8% |
| 1Y | +30.4% | +52.1% | -21.6% | +8.3% |
| 3Y | +313.3% | +72.6% | +240.7% | +213.9% |
| All | +791.3% | +87.2% | +704.1% | +523.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling