-1.1%
KVUE vs IWF
+7.1%
-8.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | 0.0% |
| 7D | -5.1% | -0.9% | -4.2% | -5.2% |
| 30D | -6.3% | -1.7% | -4.6% | -6.4% |
| 3M | -0.5% | +0.7% | -1.2% | -0.2% |
| 6M | +3.1% | +8.6% | -5.5% | +2.4% |
| YTD | +6.7% | +3.5% | +3.2% | +5.1% |
| 1Y | -1.1% | +7.0% | -8.2% | +2.8% |
| All | -1.1% | +7.1% | -8.2% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 1y: compounded portfolio wealth divided by compounded IWF 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…
1y analysis · Full analysis span regression · 6 months rolling