+189.9%
LQD vs BEN
+530.9%
-341.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +0.2% | +4.7% | -4.4% | +0.2% |
| 30D | -0.6% | +2.6% | -3.2% | -0.6% |
| 3M | -1.2% | +11.5% | -12.7% | -1.4% |
| 6M | -1.9% | +35.3% | -37.3% | -2.6% |
| YTD | -1.3% | +48.6% | -49.9% | -2.1% |
| 1Y | -1.0% | +46.7% | -47.7% | -1.8% |
| 3Y | +15.2% | +57.0% | -41.8% | +14.0% |
| 5Y | -4.4% | +41.8% | -46.2% | -5.5% |
| 10Y | +22.6% | +55.2% | -32.6% | +20.9% |
| All | +189.9% | +530.9% | -341.0% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling