+208.1%
LRCX vs WELL
+42.4%
+165.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +4.8% |
| 7D | +1.9% | -0.8% | +2.7% | +1.8% |
| 30D | +0.1% | -0.1% | +0.2% | 0.0% |
| 3M | -8.5% | +18.0% | -26.5% | -9.8% |
| 6M | +38.1% | +15.0% | +23.1% | +36.9% |
| YTD | +80.1% | +28.6% | +51.5% | +73.8% |
| 1Y | +208.1% | +42.9% | +165.1% | +181.0% |
| All | +208.1% | +42.4% | +165.6% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling