-4.5%
LQD vs NU
+30.0%
-34.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | 0.0% |
| 7D | -1.1% | -4.9% | +3.8% | -1.0% |
| 30D | -1.3% | +7.8% | -9.1% | -1.5% |
| 3M | -3.2% | +20.9% | -24.1% | -3.8% |
| 6M | -2.1% | +0.9% | -3.0% | -2.3% |
| YTD | -2.4% | -12.7% | +10.3% | -2.2% |
| 1Y | -2.7% | -6.4% | +3.7% | -2.7% |
| 3Y | +14.2% | +98.1% | -83.9% | +11.1% |
| All | -4.5% | +30.0% | -34.4% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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