+812.0%
NOW vs LQD
+23.2%
+788.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -6.1% | +0.2% | -6.3% | -6.3% |
| 30D | +7.5% | -0.6% | +8.1% | +8.2% |
| 3M | +17.5% | -1.2% | +18.7% | +19.0% |
| 6M | +7.9% | -1.9% | +9.9% | +10.3% |
| YTD | -12.4% | -1.3% | -11.1% | -11.2% |
| 1Y | -28.6% | -1.0% | -27.5% | -27.8% |
| 3Y | +11.8% | +15.2% | -3.4% | -4.9% |
| 5Y | +2.6% | -4.4% | +7.0% | +3.9% |
| All | +812.0% | +23.2% | +788.8% | +723.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling