+89.1%
DE vs KVUE
-20.4%
+109.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -2.6% | -5.1% | +2.6% | -1.8% |
| 30D | +9.0% | -6.3% | +15.4% | +10.1% |
| 3M | +19.1% | -0.5% | +19.7% | +19.1% |
| 6M | +14.4% | +3.1% | +11.3% | +13.6% |
| YTD | +45.9% | +6.7% | +39.3% | +44.0% |
| 1Y | +43.6% | -1.1% | +44.7% | +43.8% |
| 3Y | +75.9% | -8.7% | +84.6% | +77.9% |
| All | +89.1% | -20.4% | +109.5% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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