+23.3%
LQD vs INTU
+212.0%
-188.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | 0.0% | -8.5% | +8.4% | +0.5% |
| 30D | -0.2% | -6.1% | +5.9% | +0.1% |
| 3M | -1.7% | +7.3% | -9.0% | -2.3% |
| 6M | -2.7% | -33.2% | +30.5% | -0.6% |
| YTD | -1.4% | -52.2% | +50.7% | +3.0% |
| 1Y | -1.0% | -52.7% | +51.7% | +3.4% |
| 3Y | +15.1% | -41.6% | +56.7% | +17.4% |
| 5Y | -5.2% | -42.6% | +37.5% | -4.6% |
| All | +23.3% | +212.0% | -188.7% | +16.3% |
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