+8,017.8%
AMD vs LQD
+22.1%
+7,995.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +10.0% | +0.2% | +9.8% | +9.7% |
| 30D | +4.6% | -0.6% | +5.2% | +5.3% |
| 3M | +3.1% | -1.2% | +4.4% | +4.7% |
| 6M | +162.8% | -1.9% | +164.8% | +170.3% |
| YTD | +136.2% | -1.3% | +137.4% | +141.1% |
| 1Y | +234.0% | -1.0% | +235.0% | +239.6% |
| 3Y | +376.7% | +15.2% | +361.5% | +308.4% |
| 5Y | +376.3% | -4.4% | +380.8% | +386.6% |
| 10Y | +8,017.8% | +22.6% | +7,995.2% | +8,200.2% |
| All | +8,017.8% | +22.1% | +7,995.7% | +8,200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 10y: compounded portfolio wealth divided by compounded LQD 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…
10y analysis · Full analysis span regression · 6 months rolling