-21.9%
KVUE vs EIX
-3.7%
-18.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.5% | -6.4% | -2.7% |
| 7D | -1.9% | +0.9% | -2.8% | -2.2% |
| 30D | -3.3% | -13.5% | +10.2% | -1.3% |
| 3M | +6.0% | -15.3% | +21.2% | +8.5% |
| 6M | +2.3% | -15.3% | +17.7% | +4.7% |
| YTD | +10.3% | +2.7% | +7.6% | +7.1% |
| 1Y | +4.6% | +17.4% | -12.9% | -2.2% |
| 3Y | -2.2% | -1.3% | -0.9% | -6.0% |
| All | -21.9% | -3.7% | -18.2% | -26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling