-24.5%
KVUE vs GWW
+93.6%
-118.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.2% |
| 7D | -5.1% | -3.4% | -1.8% | -4.5% |
| 30D | -6.3% | -1.9% | -4.4% | -6.0% |
| 3M | -0.5% | -2.4% | +1.9% | -0.3% |
| 6M | +3.1% | +15.7% | -12.6% | -0.3% |
| YTD | +6.7% | +27.6% | -20.9% | +0.9% |
| 1Y | -1.1% | +27.2% | -28.3% | -6.5% |
| 3Y | -8.7% | +89.7% | -98.4% | -17.8% |
| All | -24.5% | +93.6% | -118.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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