-32.7%
DOW vs KVUE
-20.6%
-12.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.2% |
| 7D | -6.0% | -7.2% | +1.2% | -5.3% |
| 30D | -2.7% | -5.7% | +2.9% | -2.2% |
| 3M | -10.5% | +0.2% | -10.6% | -10.6% |
| 6M | -12.4% | 0.0% | -12.5% | -12.5% |
| YTD | +30.0% | +6.5% | +23.5% | +28.5% |
| 1Y | +27.8% | -1.4% | +29.2% | +28.4% |
| 3Y | -34.9% | -5.6% | -29.3% | -34.6% |
| All | -32.7% | -20.6% | -12.2% | -30.5% |
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