+22.2%
LQD vs INTU
+210.8%
-188.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -1.1% | -9.2% | +8.1% | -0.5% |
| 30D | -1.1% | -7.0% | +5.9% | -0.7% |
| 3M | -2.3% | +10.5% | -12.9% | -3.1% |
| 6M | -2.9% | -30.6% | +27.7% | -1.1% |
| YTD | -2.3% | -52.3% | +50.0% | +2.1% |
| 1Y | -2.2% | -51.8% | +49.6% | +2.1% |
| 3Y | +14.0% | -41.8% | +55.9% | +16.4% |
| 5Y | -5.8% | -42.8% | +37.1% | -5.1% |
| All | +22.2% | +210.8% | -188.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded INTU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling