+9,884.8%
LRCX vs IWD
+749.4%
+9,135.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.6% | +5.5% |
| 7D | +6.5% | -0.6% | +7.1% | +8.2% |
| 30D | -23.8% | +3.6% | -27.4% | -27.1% |
| 3M | -24.2% | +2.7% | -26.8% | -26.9% |
| 6M | -20.2% | +13.2% | -33.4% | -32.3% |
| YTD | +38.2% | +26.8% | +11.4% | +1.9% |
| 1Y | +48.9% | +29.3% | +19.6% | +7.1% |
| 3Y | +252.8% | +85.1% | +167.7% | +60.3% |
| 5Y | +304.3% | +74.2% | +230.1% | +107.6% |
| 10Y | +2,664.2% | +204.6% | +2,459.6% | +623.6% |
| All | +9,884.8% | +749.4% | +9,135.4% | +550.5% |
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