+185.6%
LQD vs GEN
+897.1%
-711.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -1.5% | -3.0% | +1.4% | -1.5% |
| 30D | +0.9% | +24.7% | -23.8% | +0.6% |
| 3M | -1.7% | +4.1% | -5.8% | -1.8% |
| 6M | -2.8% | +36.0% | -38.8% | -3.2% |
| YTD | -2.8% | +10.9% | -13.6% | -3.0% |
| 1Y | -2.8% | +12.2% | -15.0% | -3.1% |
| 3Y | +15.5% | +63.3% | -47.8% | +14.7% |
| 5Y | -4.9% | +29.0% | -34.0% | -5.5% |
| 10Y | +24.9% | +147.5% | -122.6% | +24.1% |
| All | +185.6% | +897.1% | -711.5% | +194.3% |
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