-24.5%
KVUE vs ED
+22.1%
-46.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.8% |
| 30D | -6.3% | -0.4% | -5.9% | -6.2% |
| 3M | -0.5% | +0.5% | -1.0% | -0.7% |
| 6M | +3.1% | -3.1% | +6.2% | +4.2% |
| YTD | +6.7% | +9.8% | -3.1% | +2.1% |
| 1Y | -1.1% | +12.6% | -13.7% | -6.5% |
| 3Y | -8.7% | +31.4% | -40.1% | -17.0% |
| All | -24.5% | +22.1% | -46.6% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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