-1.4%
LQD vs BBIO
+21.0%
-22.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.8% | +0.2% |
| 7D | +0.4% | +5.0% | -4.6% | +0.3% |
| 30D | +2.5% | +10.9% | -8.4% | +2.3% |
| 3M | -1.5% | -9.4% | +7.9% | -1.4% |
| 6M | -2.1% | +8.0% | -10.1% | -2.3% |
| YTD | -2.0% | -2.9% | +0.9% | -2.1% |
| 1Y | -1.4% | +18.5% | -20.0% | -2.8% |
| All | -1.4% | +21.0% | -22.4% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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