+5,706.3%
ANET vs IWF
+508.8%
+5,197.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.8% | +4.8% | +4.6% |
| 7D | +3.0% | -0.9% | +3.9% | +4.3% |
| 30D | -5.2% | -1.7% | -3.5% | -3.0% |
| 3M | +27.6% | +0.7% | +27.0% | +27.3% |
| 6M | +44.4% | +8.6% | +35.8% | +31.4% |
| YTD | +52.3% | +3.5% | +48.8% | +47.7% |
| 1Y | +30.4% | +7.0% | +23.4% | +21.8% |
| 3Y | +313.3% | +76.3% | +236.9% | +124.2% |
| 5Y | +810.0% | +74.8% | +735.3% | +405.8% |
| 10Y | +3,903.8% | +420.5% | +3,483.3% | +470.1% |
| All | +5,706.3% | +508.8% | +5,197.5% | +553.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling