+28.0%
NBIS vs LQD
-1.7%
+29.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.4% | -7.9% |
| 7D | -22.4% | +0.4% | -22.8% | -22.9% |
| 30D | -39.1% | +2.6% | -41.8% | -42.3% |
| 3M | -37.3% | -1.7% | -35.6% | -34.1% |
| 6M | -19.8% | -1.9% | -17.9% | -14.5% |
| YTD | +69.1% | -2.2% | +71.3% | +81.2% |
| 1Y | +28.0% | -1.9% | +29.9% | +37.7% |
| All | +28.0% | -1.7% | +29.7% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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