+179.1%
LRCX vs WELL
+41.7%
+137.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.7% |
| 7D | +1.8% | -2.2% | +4.1% | +1.5% |
| 30D | -4.3% | +4.7% | -9.0% | -3.7% |
| 3M | -7.3% | +11.9% | -19.3% | -7.6% |
| 6M | +38.6% | +14.3% | +24.3% | +37.6% |
| YTD | +74.4% | +28.4% | +46.1% | +68.3% |
| 1Y | +179.1% | +42.3% | +136.8% | +152.5% |
| All | +179.1% | +41.7% | +137.5% | +152.5% |
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