-10.1%
DIS vs KVUE
-4.3%
-5.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | -2.6% | -2.2% | -0.3% | -2.2% |
| 30D | +3.5% | -3.7% | +7.2% | +4.1% |
| 3M | +6.8% | +12.3% | -5.4% | +5.3% |
| 6M | +3.0% | +5.4% | -2.4% | +2.0% |
| YTD | -6.7% | +12.4% | -19.2% | -7.9% |
| 1Y | -10.1% | -4.4% | -5.7% | -10.0% |
| All | -10.1% | -4.3% | -5.8% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling