+182,271.6%
NVDA vs LQD
+190.1%
+182,081.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +3.8% | +0.2% | +3.6% | +3.7% |
| 30D | +0.8% | -0.6% | +1.4% | +1.1% |
| 3M | +8.2% | -1.2% | +9.4% | +8.8% |
| 6M | +27.1% | -1.9% | +29.0% | +28.3% |
| YTD | +21.2% | -1.3% | +22.4% | +22.0% |
| 1Y | +34.3% | -1.0% | +35.3% | +35.0% |
| 3Y | +396.3% | +15.2% | +381.0% | +369.0% |
| 5Y | +913.8% | -4.4% | +918.2% | +895.4% |
| 10Y | +14,572.5% | +22.6% | +14,549.9% | +14,365.8% |
| All | +182,271.6% | +190.1% | +182,081.4% | +460,505.5% |
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