+1.0%
NVDA vs LQD
-1.7%
+2.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -3.9% | -4.0% |
| 7D | -7.1% | +0.4% | -7.5% | -7.5% |
| 30D | -16.2% | +2.6% | -18.9% | -19.3% |
| 3M | -5.5% | -1.7% | -3.8% | -1.9% |
| 6M | +1.1% | -1.9% | +3.0% | +5.2% |
| YTD | +7.6% | -2.2% | +9.7% | +11.2% |
| 1Y | +1.0% | -1.9% | +2.8% | +4.6% |
| All | +1.0% | -1.7% | +2.6% | +4.6% |
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