-24.5%
KVUE vs ELF
+4.9%
-29.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.1% |
| 7D | -5.1% | -11.6% | +6.5% | -4.6% |
| 30D | -6.3% | +4.6% | -11.0% | -6.5% |
| 3M | -0.5% | +59.7% | -60.2% | -2.6% |
| 6M | +3.1% | +21.2% | -18.1% | +1.8% |
| YTD | +6.7% | +27.4% | -20.8% | +5.0% |
| 1Y | -1.1% | -29.8% | +28.7% | -1.0% |
| 3Y | -8.7% | -28.5% | +19.7% | -12.4% |
| All | -24.5% | +4.9% | -29.4% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELF.
Daily Out/Under-Performance
Portfolio return minus ELF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELF 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 ELF 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