-3.2%
LQD vs SNDQ
-76.8%
+73.6%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.8% | -6.9% | 0.0% |
| 7D | -1.1% | +11.6% | -12.7% | -1.1% |
| 30D | -1.3% | -45.1% | +43.8% | -1.4% |
| 3M | -3.2% | -68.6% | +65.4% | -3.4% |
| All | -3.2% | -76.8% | +73.6% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 3mo: compounded portfolio wealth divided by compounded SNDQ 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…
3mo analysis · Full analysis span regression · Available span rolling