-24.6%
KVUE vs ENB
+58.7%
-83.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | -7.2% | -0.3% | -6.9% | -7.1% |
| 30D | -5.7% | -1.1% | -4.6% | -5.4% |
| 3M | +0.2% | -8.5% | +8.6% | +2.9% |
| 6M | 0.0% | -4.5% | +4.6% | +1.1% |
| YTD | +6.5% | +9.1% | -2.6% | +2.1% |
| 1Y | -1.4% | +8.0% | -9.4% | -5.1% |
| 3Y | -5.6% | +77.8% | -83.4% | -24.6% |
| All | -24.6% | +58.7% | -83.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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