-1.3%
EW vs KVUE
-17.7%
+16.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.7% | -3.2% |
| 7D | -4.4% | -1.9% | -2.5% | -4.1% |
| 30D | -3.3% | -3.3% | 0.0% | -2.8% |
| 3M | +1.0% | +6.0% | -4.9% | 0.0% |
| 6M | +6.2% | +2.3% | +3.9% | +5.7% |
| YTD | +1.7% | +10.3% | -8.6% | 0.0% |
| 1Y | +8.1% | +4.6% | +3.5% | +7.0% |
| 3Y | +17.1% | -2.2% | +19.3% | +15.6% |
| All | -1.3% | -17.7% | +16.4% | -1.2% |
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