+286.2%
LRCX vs IWD
+73.2%
+213.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -3.6% | +1.6% | -5.2% | -5.7% |
| 30D | -30.3% | +3.6% | -33.8% | -34.3% |
| 3M | -27.3% | +2.0% | -29.4% | -30.0% |
| 6M | -24.2% | +13.1% | -37.3% | -39.1% |
| YTD | +30.3% | +26.2% | +4.1% | -12.4% |
| 1Y | +34.3% | +29.6% | +4.7% | -13.5% |
| 3Y | +232.6% | +84.3% | +148.3% | +20.1% |
| 5Y | +286.2% | +73.4% | +212.8% | +60.8% |
| All | +286.2% | +73.2% | +213.0% | +60.8% |
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 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