-24.5%
KVUE vs ET
+123.4%
-147.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.8% |
| 3M | -0.5% | +16.8% | -17.3% | -3.4% |
| 6M | +3.1% | +18.9% | -15.8% | -0.4% |
| YTD | +6.7% | +37.7% | -31.0% | 0.0% |
| 1Y | -1.1% | +32.4% | -33.6% | -6.6% |
| 3Y | -8.7% | +99.5% | -108.2% | -23.8% |
| All | -24.5% | +123.4% | -147.9% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling