+13,449.0%
LRCX vs IWF
+724.4%
+12,724.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.6% |
| 7D | +10.4% | +1.5% | +8.9% | +7.8% |
| 30D | +2.9% | -1.3% | +4.2% | +5.2% |
| 3M | -1.2% | +0.1% | -1.3% | +0.8% |
| 6M | +60.9% | +10.3% | +50.6% | +43.0% |
| YTD | +87.5% | +4.2% | +83.4% | +82.9% |
| 1Y | +206.6% | +9.3% | +197.3% | +181.2% |
| 3Y | +392.1% | +79.3% | +312.7% | +118.9% |
| 5Y | +478.4% | +73.8% | +404.7% | +178.3% |
| 10Y | +3,821.0% | +410.9% | +3,410.1% | +278.7% |
| All | +13,449.0% | +724.4% | +12,724.6% | +729.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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