+48.9%
LRCX vs IWD
+30.1%
+18.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.6% | +4.9% |
| 7D | +6.5% | -0.6% | +7.1% | +9.2% |
| 30D | -23.8% | +3.6% | -27.4% | -29.5% |
| 3M | -24.2% | +2.7% | -26.8% | -28.7% |
| 6M | -20.2% | +13.2% | -33.4% | -44.3% |
| YTD | +38.2% | +26.8% | +11.4% | -28.8% |
| 1Y | +48.9% | +29.3% | +19.6% | -26.1% |
| All | +48.9% | +30.1% | +18.8% | -26.1% |
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