+424.9%
LRCX vs IWD
+72.1%
+352.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.4% | -5.1% |
| 7D | +1.8% | -2.3% | +4.2% | +6.1% |
| 30D | -4.3% | -1.8% | -2.5% | -1.5% |
| 3M | -7.3% | +8.0% | -15.4% | -19.8% |
| 6M | +38.6% | +17.0% | +21.6% | +5.7% |
| YTD | +74.4% | +21.3% | +53.1% | +26.0% |
| 1Y | +179.1% | +27.9% | +151.2% | +85.4% |
| 3Y | +357.7% | +70.1% | +287.6% | +91.5% |
| 5Y | +424.9% | +74.2% | +350.7% | +125.0% |
| All | +424.9% | +72.1% | +352.8% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling