+290,000.9%
LRCX vs WELL
+18,826.3%
+271,174.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +5.9% |
| 7D | +1.9% | -0.8% | +2.7% | +2.1% |
| 30D | +0.1% | -0.1% | +0.2% | 0.0% |
| 3M | -8.5% | +18.0% | -26.5% | -15.3% |
| 6M | +38.1% | +15.0% | +23.1% | +28.8% |
| YTD | +80.1% | +28.6% | +51.5% | +60.6% |
| 1Y | +208.1% | +42.9% | +165.1% | +162.7% |
| 3Y | +350.2% | +203.0% | +147.2% | +179.3% |
| 5Y | +430.7% | +206.9% | +223.8% | +223.1% |
| 10Y | +3,633.2% | +339.5% | +3,293.7% | +1,677.1% |
| All | +290,000.9% | +18,826.3% | +271,174.6% | +51,017.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling