-33.6%
DOW vs KVUE
-20.4%
-13.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.4% | -5.1% | +3.7% | -0.9% |
| 30D | -3.9% | -6.3% | +2.4% | -3.3% |
| 3M | -12.7% | -0.5% | -12.2% | -12.7% |
| 6M | -13.7% | +3.1% | -16.8% | -14.2% |
| YTD | +28.4% | +6.7% | +21.7% | +26.8% |
| 1Y | +21.8% | -1.1% | +22.9% | +22.3% |
| 3Y | -35.7% | -8.7% | -27.0% | -35.2% |
| All | -33.6% | -20.4% | -13.1% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling