+5,571.6%
ANET vs IWD
+232.9%
+5,338.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.5% |
| 7D | +3.0% | -0.2% | +3.2% | +3.2% |
| 30D | +3.3% | -0.8% | +4.1% | +4.2% |
| 3M | +24.7% | +8.0% | +16.6% | +14.3% |
| 6M | +46.7% | +18.2% | +28.5% | +22.0% |
| YTD | +48.8% | +22.3% | +26.5% | +19.3% |
| 1Y | +39.2% | +28.9% | +10.4% | +5.4% |
| 3Y | +296.9% | +71.5% | +225.4% | +123.7% |
| 5Y | +767.5% | +73.6% | +693.9% | +390.9% |
| 10Y | +3,734.5% | +194.7% | +3,539.8% | +1,131.0% |
| All | +5,571.6% | +232.9% | +5,338.7% | +1,460.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling