+22.2%
LQD vs UUUU
+465.5%
-443.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | 0.0% |
| 7D | -1.1% | -10.5% | +9.4% | -1.0% |
| 30D | -1.3% | -10.5% | +9.2% | -1.2% |
| 3M | -3.2% | -14.1% | +10.9% | -3.1% |
| 6M | -2.1% | -35.5% | +33.3% | -1.8% |
| YTD | -2.4% | -10.9% | +8.6% | -2.5% |
| 1Y | -2.7% | +3.4% | -6.0% | -3.1% |
| 3Y | +14.2% | +73.1% | -58.9% | +12.5% |
| 5Y | -5.8% | +87.1% | -92.9% | -7.6% |
| All | +22.2% | +465.5% | -443.3% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling