-2.7%
LQD vs TER
+222.9%
-225.6%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.1% |
| 7D | -1.1% | +6.4% | -7.5% | -1.2% |
| 30D | -1.3% | -5.7% | +4.4% | -1.2% |
| 3M | -3.2% | -0.4% | -2.8% | -3.4% |
| 6M | -2.1% | +25.8% | -28.0% | -2.7% |
| YTD | -2.4% | +96.4% | -98.8% | -2.7% |
| 1Y | -2.7% | +229.2% | -231.9% | -2.2% |
| All | -2.7% | +222.9% | -225.6% | -2.2% |
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