+14.2%
LQD vs SNPS
-13.6%
+27.9%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -0.9% |
| 7D | -1.1% | -4.6% | +3.5% | -1.0% |
| 30D | -1.1% | -3.3% | +2.2% | -1.1% |
| 3M | -2.3% | -13.8% | +11.4% | -2.1% |
| 6M | -2.9% | -8.2% | +5.3% | -2.8% |
| YTD | -2.3% | -15.4% | +13.1% | -2.1% |
| 1Y | -2.2% | +2.4% | -4.6% | -2.5% |
| All | +14.2% | -13.6% | +27.9% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling