+14.2%
LQD vs EEM
+83.8%
-69.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.6% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | -1.1% | +2.4% | -3.5% | -1.4% |
| 3M | -2.3% | +4.2% | -6.5% | -3.0% |
| 6M | -2.9% | +14.8% | -17.7% | -5.0% |
| YTD | -2.3% | +23.1% | -25.4% | -5.6% |
| 1Y | -2.2% | +32.5% | -34.7% | -6.5% |
| All | +14.2% | +83.8% | -69.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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