+236.2%
INTC vs KVUE
-20.4%
+256.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -5.1% | +12.6% | +7.4% |
| 30D | +2.0% | -6.3% | +8.3% | +1.9% |
| 3M | -12.0% | -0.5% | -11.5% | -12.2% |
| 6M | +114.5% | +3.1% | +111.5% | +113.5% |
| YTD | +179.0% | +6.7% | +172.3% | +176.9% |
| 1Y | +318.3% | -1.1% | +319.4% | +320.1% |
| 3Y | +171.2% | -8.7% | +180.0% | +175.4% |
| All | +236.2% | -20.4% | +256.7% | +246.2% |
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