0.0%
LQD vs TER
+203.8%
-203.9%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -0.1% |
| 7D | -0.4% | +0.6% | -1.0% | -0.4% |
| 30D | -0.8% | -8.3% | +7.5% | -0.7% |
| 3M | -1.9% | -12.2% | +10.3% | -2.0% |
| 6M | -2.7% | +17.1% | -19.7% | -3.1% |
| YTD | -1.3% | +84.7% | -85.9% | -1.5% |
| 1Y | 0.0% | +199.9% | -199.9% | +0.6% |
| All | 0.0% | +203.8% | -203.9% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling