+18.9%
IWM vs ANET
+16.8%
+2.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.0% | -3.5% | +0.8% |
| 7D | +1.0% | -4.4% | +5.4% | +1.5% |
| 30D | +0.2% | -13.7% | +14.0% | +2.0% |
| 3M | -5.6% | -6.3% | +0.7% | -5.2% |
| 6M | +2.7% | +3.4% | -0.7% | +1.1% |
| YTD | +16.2% | +36.2% | -20.1% | +7.7% |
| 1Y | +18.9% | +16.2% | +2.7% | +14.0% |
| All | +18.9% | +16.8% | +2.2% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 ANET 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