+186.9%
LQD vs UPS
+226.1%
-39.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | -1.1% | -3.4% | +2.3% | -1.0% |
| 30D | -1.1% | -2.7% | +1.6% | -1.1% |
| 3M | -2.3% | -1.6% | -0.7% | -2.3% |
| 6M | -2.9% | +2.3% | -5.2% | -3.0% |
| YTD | -2.3% | +5.6% | -7.9% | -2.5% |
| 1Y | -2.2% | +27.1% | -29.2% | -2.8% |
| 3Y | +14.0% | -26.3% | +40.3% | +14.4% |
| 5Y | -5.8% | -34.5% | +28.7% | -5.4% |
| 10Y | +22.2% | +37.1% | -14.9% | +22.0% |
| All | +186.9% | +226.1% | -39.2% | +189.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded UPS 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling