-24.5%
KVUE vs EIX
-9.1%
-15.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | +0.2% |
| 7D | -5.1% | -1.4% | -3.8% | -4.9% |
| 30D | -6.3% | -19.3% | +13.0% | -3.0% |
| 3M | -0.5% | -21.7% | +21.2% | +3.6% |
| 6M | +3.1% | -19.8% | +22.9% | +6.6% |
| YTD | +6.7% | -3.0% | +9.7% | +4.7% |
| 1Y | -1.1% | +5.1% | -6.2% | -5.1% |
| 3Y | -8.7% | -7.0% | -1.8% | -11.3% |
| All | -24.5% | -9.1% | -15.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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