+315.3%
GE vs KVUE
-20.4%
+335.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -4.0% | -5.1% | +1.1% | -3.3% |
| 30D | -11.4% | -6.3% | -5.1% | -10.7% |
| 3M | -2.6% | -0.5% | -2.1% | -2.6% |
| 6M | -0.3% | +3.1% | -3.4% | -0.9% |
| YTD | +5.4% | +6.7% | -1.3% | +4.4% |
| 1Y | +15.5% | -1.1% | +16.7% | +15.8% |
| 3Y | +260.8% | -8.7% | +269.5% | +267.3% |
| All | +315.3% | -20.4% | +335.8% | +348.4% |
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