-1.0%
LQD vs MLM
-17.1%
+16.1%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.2% | +1.4% | -1.2% | +0.1% |
| 30D | -0.6% | -6.5% | +5.9% | -0.1% |
| 3M | -1.2% | -7.4% | +6.2% | -0.8% |
| 6M | -1.9% | -15.8% | +13.9% | -0.9% |
| YTD | -1.3% | -17.4% | +16.2% | -0.4% |
| 1Y | -1.0% | -17.9% | +16.9% | -0.3% |
| All | -1.0% | -17.1% | +16.1% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MLM 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling