+724.9%
DELL vs KVUE
-9.0%
+733.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | -5.1% | +13.4% | +7.7% |
| 30D | +17.1% | -6.3% | +23.4% | +16.4% |
| 3M | +45.2% | -0.5% | +45.7% | +45.0% |
| 6M | +286.8% | +3.1% | +283.7% | +287.4% |
| YTD | +354.8% | +6.7% | +348.1% | +357.1% |
| 1Y | +358.3% | -1.1% | +359.4% | +359.2% |
| 3Y | +724.9% | -8.7% | +733.6% | +765.0% |
| All | +724.9% | -9.0% | +733.9% | +765.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling