+1,101.8%
NBIS vs LQD
+4.2%
+1,097.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.3% |
| 7D | +17.8% | 0.0% | +17.8% | +17.8% |
| 30D | +30.5% | -0.2% | +30.7% | +30.8% |
| 3M | +9.2% | -1.7% | +10.9% | +11.2% |
| 6M | +153.2% | -2.7% | +155.8% | +159.6% |
| YTD | +187.1% | -1.4% | +188.6% | +192.8% |
| 1Y | +151.1% | -1.0% | +152.1% | +155.2% |
| All | +1,101.8% | +4.2% | +1,097.6% | +1,123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling