+388.9%
LRCX vs WELL
+201.2%
+187.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.4% |
| 7D | +9.5% | -1.1% | +10.7% | +9.6% |
| 30D | +3.1% | +0.7% | +2.3% | +2.9% |
| 3M | -3.4% | +14.5% | -17.9% | -6.1% |
| 6M | +49.7% | +14.4% | +35.3% | +45.2% |
| YTD | +84.9% | +28.5% | +56.4% | +74.2% |
| 1Y | +200.8% | +41.8% | +159.1% | +175.2% |
| All | +388.9% | +201.2% | +187.6% | +233.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling