-24.4%
KVUE vs GWW
+92.3%
-116.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -6.1% | -3.1% | -3.0% | -5.6% |
| 30D | -5.6% | -2.3% | -3.2% | -5.2% |
| 3M | -0.3% | -3.3% | +3.0% | +0.1% |
| 6M | +1.4% | +15.4% | -14.0% | -1.9% |
| YTD | +6.7% | +26.7% | -20.0% | +1.1% |
| 1Y | +1.0% | +29.0% | -28.0% | -4.9% |
| 3Y | -5.4% | +89.0% | -94.4% | -14.7% |
| All | -24.4% | +92.3% | -116.7% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling