-38.7%
NOW vs LQD
-1.7%
-37.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.9% |
| 7D | -27.5% | +0.4% | -27.9% | -27.8% |
| 30D | -20.0% | +2.6% | -22.7% | -21.8% |
| 3M | -7.9% | -1.7% | -6.2% | -7.3% |
| 6M | +18.3% | -1.9% | +20.2% | +18.9% |
| YTD | -29.0% | -2.2% | -26.8% | -28.4% |
| 1Y | -38.7% | -1.9% | -36.8% | -38.0% |
| All | -38.7% | -1.7% | -37.0% | -38.0% |
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