+25.2%
LQD vs INTU
+232.2%
-207.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +0.5% | +10.1% | -9.5% | -0.1% |
| 3M | -2.3% | -4.2% | +1.9% | -2.2% |
| 6M | -3.1% | -7.2% | +4.2% | -3.1% |
| YTD | -3.0% | -47.7% | +44.7% | +0.7% |
| 1Y | -2.6% | -46.7% | +44.1% | +1.0% |
| 3Y | +15.2% | -34.1% | +49.2% | +16.6% |
| 5Y | -5.2% | -43.3% | +38.1% | -4.5% |
| All | +25.2% | +232.2% | -207.0% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling