+12,909.0%
LRCX vs IWD
+726.5%
+12,182.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +6.1% |
| 7D | +1.9% | -0.3% | +2.2% | +2.2% |
| 30D | +0.1% | +0.6% | -0.5% | -1.0% |
| 3M | -8.5% | +7.2% | -15.7% | -16.8% |
| 6M | +38.1% | +16.2% | +21.9% | +13.8% |
| YTD | +80.1% | +23.3% | +56.7% | +37.5% |
| 1Y | +208.1% | +29.6% | +178.5% | +121.3% |
| 3Y | +350.2% | +70.5% | +279.8% | +128.3% |
| 5Y | +430.7% | +73.5% | +357.2% | +173.8% |
| 10Y | +3,633.2% | +198.3% | +3,434.9% | +903.3% |
| All | +12,909.0% | +726.5% | +12,182.5% | +778.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling