-24.5%
KVUE vs BNS
+126.7%
-151.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -5.1% | -0.4% | -4.7% | -5.0% |
| 30D | -6.3% | +3.5% | -9.8% | -7.1% |
| 3M | -0.5% | +14.1% | -14.6% | -3.8% |
| 6M | +3.1% | +33.8% | -30.7% | -4.5% |
| YTD | +6.7% | +29.5% | -22.8% | -0.5% |
| 1Y | -1.1% | +48.4% | -49.5% | -11.2% |
| 3Y | -8.7% | +129.6% | -138.3% | -28.8% |
| All | -24.5% | +126.7% | -151.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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