+37.3%
ANET vs WSM
+19.9%
+17.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.7% |
| 7D | -0.8% | -3.3% | +2.4% | -0.1% |
| 30D | -1.8% | -8.4% | +6.6% | +0.1% |
| 3M | +16.7% | +9.7% | +7.1% | +13.2% |
| 6M | +43.7% | +16.7% | +27.0% | +35.4% |
| YTD | +47.9% | +28.7% | +19.2% | +36.5% |
| 1Y | +37.3% | +13.7% | +23.6% | +36.5% |
| All | +37.3% | +19.9% | +17.4% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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