-24.6%
KVUE vs EAT
+443.7%
-468.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.3% |
| 7D | -7.2% | -6.8% | -0.4% | -6.8% |
| 30D | -5.7% | -5.4% | -0.3% | -5.4% |
| 3M | +0.2% | +42.8% | -42.6% | -2.0% |
| 6M | 0.0% | +56.5% | -56.5% | -2.8% |
| YTD | +6.5% | +50.0% | -43.5% | +3.7% |
| 1Y | -1.4% | +38.3% | -39.7% | -3.5% |
| 3Y | -5.6% | +591.6% | -597.3% | -21.6% |
| All | -24.6% | +443.7% | -468.3% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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