+9.0%
LQD vs NET
+1,449.6%
-1,440.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +1.9% | 0.0% |
| 7D | -0.4% | -7.0% | +6.6% | -0.2% |
| 30D | -0.8% | -4.8% | +4.0% | -0.7% |
| 3M | -1.9% | +3.8% | -5.8% | -2.1% |
| 6M | -2.7% | +50.0% | -52.7% | -4.0% |
| YTD | -1.3% | +41.5% | -42.7% | -2.6% |
| 1Y | 0.0% | +32.8% | -32.9% | -1.2% |
| 3Y | +14.9% | +335.9% | -321.0% | +9.0% |
| 5Y | -4.6% | +113.8% | -118.4% | -9.8% |
| All | +9.0% | +1,449.6% | -1,440.5% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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