-28.6%
NOW vs LQD
-1.0%
-27.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +7.8% |
| 3M | +17.5% | -1.2% | +18.7% | +17.9% |
| 6M | +7.9% | -1.9% | +9.9% | +8.1% |
| YTD | -12.4% | -1.3% | -11.1% | -12.0% |
| 1Y | -28.6% | -1.0% | -27.5% | -28.0% |
| All | -28.6% | -1.0% | -27.6% | -28.0% |
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