+875.7%
NVDA vs LQD
-5.9%
+881.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.1% |
| 7D | -4.3% | -1.1% | -3.2% | -2.9% |
| 30D | +0.5% | -1.1% | +1.6% | +2.1% |
| 3M | +9.1% | -2.3% | +11.4% | +12.6% |
| 6M | +18.5% | -2.9% | +21.3% | +23.4% |
| YTD | +17.4% | -2.3% | +19.7% | +21.4% |
| 1Y | +23.4% | -2.2% | +25.6% | +27.2% |
| 3Y | +380.6% | +14.0% | +366.6% | +290.6% |
| 5Y | +875.7% | -5.8% | +881.5% | +910.4% |
| All | +875.7% | -5.9% | +881.7% | +910.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling