-5.2%
LQD vs GEN
+20.0%
-25.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | 0.0% | -2.9% | +2.9% | +0.1% |
| 30D | -0.2% | +2.1% | -2.2% | -0.3% |
| 3M | -1.7% | +19.7% | -21.4% | -2.8% |
| 6M | -2.7% | +33.3% | -35.9% | -4.6% |
| YTD | -1.4% | +11.1% | -12.5% | -2.2% |
| 1Y | -1.0% | +3.0% | -4.0% | -1.3% |
| 3Y | +15.1% | +57.9% | -42.8% | +11.0% |
| 5Y | -5.2% | +20.6% | -25.8% | -8.6% |
| All | -5.2% | +20.0% | -25.2% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling