+109.9%
GLD vs KVUE
-17.7%
+127.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.1% | -1.7% |
| 7D | +0.7% | -1.9% | +2.7% | +0.8% |
| 30D | +0.3% | -3.3% | +3.6% | +0.4% |
| 3M | +0.6% | +6.0% | -5.3% | +0.6% |
| 6M | -15.6% | +2.3% | -17.9% | -15.6% |
| YTD | +0.9% | +10.3% | -9.5% | +0.9% |
| 1Y | +19.4% | +4.6% | +14.8% | +20.0% |
| 3Y | +124.5% | -2.2% | +126.7% | +126.2% |
| All | +109.9% | -17.7% | +127.6% | +113.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling