+791.3%
ANET vs IWF
+73.7%
+717.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.8% | +4.8% | +4.5% |
| 7D | +3.0% | -0.9% | +3.9% | +4.4% |
| 30D | -5.2% | -1.7% | -3.5% | -2.8% |
| 3M | +27.6% | +0.7% | +27.0% | +27.2% |
| 6M | +44.4% | +8.6% | +35.8% | +30.2% |
| YTD | +52.3% | +3.5% | +48.8% | +47.0% |
| 1Y | +30.4% | +7.0% | +23.4% | +20.8% |
| 3Y | +313.3% | +76.3% | +236.9% | +118.2% |
| All | +791.3% | +73.7% | +717.6% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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