+431.5%
HWM vs KVUE
-20.4%
+451.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.0% |
| 7D | -12.5% | -6.1% | -6.4% | -12.1% |
| 30D | -19.0% | -5.6% | -13.4% | -18.6% |
| 3M | -8.6% | -0.3% | -8.3% | -8.7% |
| 6M | -10.2% | +1.4% | -11.5% | -10.4% |
| YTD | +11.3% | +6.7% | +4.6% | +10.7% |
| 1Y | +24.3% | +1.0% | +23.3% | +24.2% |
| 3Y | +382.3% | -5.4% | +387.6% | +377.4% |
| All | +431.5% | -20.4% | +451.9% | +437.5% |
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