-8.7%
KVUE vs ET
+96.2%
-104.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.1% |
| 7D | -5.1% | +0.2% | -5.4% | -5.2% |
| 30D | -6.3% | +2.9% | -9.2% | -6.9% |
| 3M | -0.5% | +16.8% | -17.3% | -3.6% |
| 6M | +3.1% | +18.9% | -15.8% | -0.7% |
| YTD | +6.7% | +37.7% | -31.0% | -0.5% |
| 1Y | -1.1% | +32.4% | -33.6% | -7.0% |
| 3Y | -8.7% | +99.5% | -108.2% | -28.4% |
| All | -8.7% | +96.2% | -104.9% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 3y: compounded portfolio wealth divided by compounded ET 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…
3y analysis · Full analysis span regression · 6 months rolling