+12.8%
DIS vs KVUE
-20.4%
+33.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +1.2% | -5.1% | +6.3% | +1.8% |
| 30D | +3.2% | -6.3% | +9.5% | +4.0% |
| 3M | +7.0% | -0.5% | +7.5% | +7.2% |
| 6M | +6.4% | +3.1% | +3.3% | +6.2% |
| YTD | -5.6% | +6.7% | -12.3% | -6.0% |
| 1Y | -7.7% | -1.1% | -6.5% | -7.6% |
| 3Y | +33.2% | -8.7% | +41.9% | +32.8% |
| All | +12.8% | -20.4% | +33.2% | +12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling