+108.1%
GLD vs KVUE
-20.4%
+128.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.7% |
| 7D | -3.4% | -6.1% | +2.7% | -3.3% |
| 30D | -1.1% | -5.6% | +4.4% | -1.1% |
| 3M | +5.8% | -0.3% | +6.2% | +5.9% |
| 6M | -17.1% | +1.4% | -18.4% | -17.0% |
| YTD | 0.0% | +6.7% | -6.7% | +0.1% |
| 1Y | +18.2% | +1.0% | +17.3% | +18.9% |
| 3Y | +122.6% | -5.4% | +128.0% | +124.4% |
| All | +108.1% | -20.4% | +128.5% | +112.1% |
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 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