+1,924.6%
NOW vs LQD
+46.6%
+1,877.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.4% |
| 7D | -8.7% | +0.2% | -8.9% | -8.9% |
| 30D | -29.3% | +1.4% | -30.7% | -30.1% |
| 3M | -21.8% | -1.1% | -20.7% | -21.1% |
| 6M | +9.2% | -2.9% | +12.2% | +12.0% |
| YTD | -35.0% | -2.3% | -32.6% | -33.7% |
| 1Y | -42.5% | -2.1% | -40.4% | -41.5% |
| 3Y | -21.5% | +15.9% | -37.5% | -30.9% |
| 5Y | -25.8% | -4.9% | -20.8% | -26.3% |
| 10Y | +506.3% | +24.8% | +481.5% | +521.8% |
| All | +1,924.6% | +46.6% | +1,877.9% | +1,992.0% |
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 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