+208.2%
EWT vs KVUE
-20.4%
+228.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -1.1% | -5.1% | +4.0% | -1.0% |
| 30D | +4.5% | -6.3% | +10.8% | +4.6% |
| 3M | +8.3% | -0.5% | +8.8% | +8.1% |
| 6M | +54.2% | +3.1% | +51.1% | +53.7% |
| YTD | +74.6% | +6.7% | +67.9% | +73.8% |
| 1Y | +84.9% | -1.1% | +86.0% | +85.0% |
| 3Y | +197.5% | -8.7% | +206.3% | +197.3% |
| All | +208.2% | -20.4% | +228.7% | +216.3% |
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