+189.0%
LQD vs GEN
+900.8%
-711.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | +2.2% | +28.2% | -26.0% | +1.9% |
| 3M | -0.9% | +2.6% | -3.5% | -1.0% |
| 6M | -2.2% | +32.7% | -34.9% | -2.6% |
| YTD | -1.6% | +11.3% | -12.9% | -1.9% |
| 1Y | -1.3% | +17.9% | -19.3% | -1.6% |
| 3Y | +17.4% | +66.3% | -48.9% | +16.6% |
| 5Y | -5.2% | +31.7% | -36.9% | -5.7% |
| 10Y | +25.7% | +150.0% | -124.3% | +24.9% |
| All | +189.0% | +900.8% | -711.9% | +197.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling