+30.4%
ANET vs IWD
+28.9%
+1.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +4.3% |
| 7D | +3.0% | -0.8% | +3.8% | +4.2% |
| 30D | -5.2% | -0.8% | -4.3% | -4.1% |
| 3M | +27.6% | +6.9% | +20.7% | +15.0% |
| 6M | +44.4% | +18.3% | +26.1% | +10.0% |
| YTD | +52.3% | +22.4% | +30.0% | +12.5% |
| 1Y | +30.4% | +27.4% | +3.0% | -5.3% |
| All | +30.4% | +28.9% | +1.5% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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