+13.8%
KMB vs SPXU
-99.5%
+113.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | 0.0% |
| 7D | -7.7% | +6.4% | -14.0% | -6.9% |
| 30D | -8.2% | +5.9% | -14.2% | -7.5% |
| 3M | -1.9% | -11.7% | +9.8% | -3.2% |
| 6M | -0.7% | -28.7% | +28.0% | -4.4% |
| YTD | +1.4% | -26.4% | +27.7% | -1.9% |
| 1Y | -19.1% | -35.2% | +16.1% | -23.0% |
| 3Y | -12.6% | -79.8% | +67.2% | -27.3% |
| 5Y | -12.7% | -86.1% | +73.4% | -27.5% |
| All | +13.8% | -99.5% | +113.4% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling