-24.6%
KVUE vs ELV
-8.7%
-15.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.4% |
| 7D | -7.2% | -2.2% | -5.0% | -7.0% |
| 30D | -5.7% | -0.2% | -5.5% | -5.7% |
| 3M | +0.2% | -6.1% | +6.3% | +0.6% |
| 6M | 0.0% | +42.8% | -42.8% | -3.9% |
| YTD | +6.5% | +14.4% | -7.9% | +4.5% |
| 1Y | -1.4% | +28.6% | -30.0% | -4.7% |
| 3Y | -5.6% | -7.4% | +1.8% | -4.0% |
| All | -24.6% | -8.7% | -15.9% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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