+5,512.5%
ANET vs BWA
+35.2%
+5,477.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | +3.7% | +0.1% | +3.5% | +3.6% |
| 30D | +0.7% | -5.6% | +6.3% | +2.8% |
| 3M | +26.8% | -10.7% | +37.5% | +32.0% |
| 6M | +40.7% | +23.2% | +17.5% | +30.0% |
| YTD | +47.2% | +46.0% | +1.3% | +25.7% |
| 1Y | +36.0% | +51.2% | -15.2% | +14.2% |
| 3Y | +292.8% | +69.6% | +223.2% | +207.1% |
| 5Y | +761.9% | +86.6% | +675.4% | +536.2% |
| 10Y | +3,770.2% | +152.3% | +3,617.9% | +2,208.1% |
| All | +5,512.5% | +35.2% | +5,477.3% | +4,977.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling