+200.8%
LRCX vs IWD
+28.3%
+172.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | +0.1% |
| 7D | +9.5% | -1.2% | +10.7% | +12.7% |
| 30D | +3.1% | -1.6% | +4.7% | +7.0% |
| 3M | -3.4% | +7.0% | -10.4% | -22.5% |
| 6M | +49.7% | +17.0% | +32.7% | -5.7% |
| YTD | +84.9% | +21.6% | +63.2% | +6.2% |
| 1Y | +200.8% | +28.0% | +172.8% | +51.8% |
| All | +200.8% | +28.3% | +172.5% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling