+46.8%
EWZ vs KVUE
-5.9%
+52.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.8% | +2.2% |
| 7D | +5.6% | -1.9% | +7.5% | +5.9% |
| 30D | +9.3% | -3.3% | +12.6% | +9.7% |
| 3M | +15.7% | +6.0% | +9.7% | +14.6% |
| 6M | +7.4% | +2.3% | +5.1% | +6.8% |
| YTD | +22.7% | +10.3% | +12.3% | +20.8% |
| 1Y | +36.4% | +4.6% | +31.8% | +35.1% |
| All | +46.8% | -5.9% | +52.7% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling