-3.5%
GEHC vs KVUE
-9.0%
+5.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -7.2% | -5.1% | -2.0% | -6.1% |
| 30D | -11.6% | -6.3% | -5.2% | -10.3% |
| 3M | -0.8% | -0.5% | -0.3% | -0.6% |
| 6M | -11.9% | +3.1% | -15.0% | -12.3% |
| YTD | -21.9% | +6.7% | -28.6% | -22.7% |
| 1Y | -17.8% | -1.1% | -16.7% | -17.3% |
| 3Y | -3.5% | -8.7% | +5.2% | -1.2% |
| All | -3.5% | -9.0% | +5.5% | -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 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