+25.5%
LQD vs INTU
+230.7%
-205.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -1.5% | -4.1% | +2.6% | -1.3% |
| 30D | +0.9% | +12.8% | -12.0% | +0.1% |
| 3M | -1.7% | +2.1% | -3.8% | -2.0% |
| 6M | -2.8% | -11.5% | +8.7% | -2.5% |
| YTD | -2.8% | -47.9% | +45.2% | +1.0% |
| 1Y | -2.8% | -47.7% | +44.9% | +0.9% |
| 3Y | +15.5% | -34.0% | +49.4% | +16.8% |
| 5Y | -4.9% | -43.5% | +38.6% | -4.2% |
| All | +25.5% | +230.7% | -205.2% | +17.6% |
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