+504.7%
HWM vs KVUE
-16.1%
+520.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -2.1% | -2.2% | +0.1% | -2.0% |
| 30D | -11.0% | -3.7% | -7.3% | -10.8% |
| 3M | +4.0% | +12.3% | -8.2% | +3.0% |
| 6M | -0.2% | +5.4% | -5.7% | -0.9% |
| YTD | +26.7% | +12.4% | +14.2% | +25.4% |
| 1Y | +44.7% | -4.4% | +49.1% | +45.5% |
| 3Y | +426.1% | -7.5% | +433.6% | +420.6% |
| All | +504.7% | -16.1% | +520.8% | +509.0% |
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