+761.7%
ANET vs IWD
+72.1%
+689.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.7% |
| 7D | -1.3% | -2.3% | +1.1% | +1.9% |
| 30D | -4.5% | -1.8% | -2.7% | -2.2% |
| 3M | +24.5% | +8.0% | +16.5% | +12.0% |
| 6M | +35.4% | +17.0% | +18.4% | +9.6% |
| YTD | +44.2% | +21.3% | +23.0% | +11.4% |
| 1Y | +25.4% | +27.9% | -2.6% | -9.8% |
| 3Y | +284.8% | +70.1% | +214.7% | +93.3% |
| 5Y | +761.7% | +74.2% | +687.5% | +334.9% |
| All | +761.7% | +72.1% | +689.6% | +334.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling