-4.4%
LQD vs MPWR
+155.3%
-159.7%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | -0.1% |
| 7D | -1.6% | +16.8% | -18.5% | -2.2% |
| 30D | +0.5% | +11.9% | -11.3% | 0.0% |
| 3M | -2.3% | +2.2% | -4.5% | -2.6% |
| 6M | -3.1% | -15.5% | +12.4% | -2.8% |
| YTD | -3.0% | +54.2% | -57.2% | -5.3% |
| 1Y | -2.6% | +51.5% | -54.0% | -4.8% |
| 3Y | +15.2% | +180.2% | -165.0% | +7.2% |
| All | -4.4% | +155.3% | -159.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 5y: compounded portfolio wealth divided by compounded MPWR 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…
5y analysis · Full analysis span regression · 6 months rolling