+8.0%
LQD vs AMIX
-100.0%
+108.0%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | -16.0% | +16.3% | +0.3% |
| 30D | +2.4% | -55.4% | +57.8% | +2.5% |
| 3M | -0.9% | -87.5% | +86.6% | -0.7% |
| 6M | -2.3% | -81.2% | +78.9% | -2.5% |
| YTD | -1.7% | -86.8% | +85.1% | -1.9% |
| 1Y | -1.6% | -91.6% | +89.9% | -1.8% |
| All | +8.0% | -100.0% | +108.0% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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