-25.0%
HD vs KVUE
+1.1%
-26.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -3.8% | -5.1% | +1.3% | -2.6% |
| 30D | -9.4% | -6.3% | -3.1% | -8.0% |
| 3M | -4.6% | -0.5% | -4.1% | -4.2% |
| 6M | -10.1% | +3.1% | -13.2% | -10.5% |
| YTD | -8.3% | +6.7% | -15.0% | -8.8% |
| 1Y | -25.0% | -1.1% | -23.9% | -25.9% |
| All | -25.0% | +1.1% | -26.1% | -25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling