+67.9%
EWZ vs KVUE
-20.6%
+88.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.9% |
| 7D | -0.1% | -7.2% | +7.2% | +1.0% |
| 30D | +8.2% | -5.7% | +13.9% | +9.1% |
| 3M | +13.3% | +0.2% | +13.1% | +13.1% |
| 6M | +3.6% | 0.0% | +3.6% | +3.4% |
| YTD | +21.0% | +6.5% | +14.5% | +19.6% |
| 1Y | +34.7% | -1.4% | +36.1% | +34.5% |
| 3Y | +48.3% | -5.6% | +53.9% | +47.8% |
| All | +67.9% | -20.6% | +88.5% | +76.0% |
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