-8.7%
KVUE vs MAGS
+128.4%
-137.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -5.1% | +0.6% | -5.8% | -5.1% |
| 30D | -6.3% | +3.2% | -9.5% | -6.4% |
| 3M | -0.5% | +7.7% | -8.2% | -0.7% |
| 6M | +3.1% | +12.5% | -9.4% | +2.5% |
| YTD | +6.7% | +6.0% | +0.7% | +6.3% |
| 1Y | -1.1% | +14.4% | -15.5% | -1.9% |
| 3Y | -8.7% | +127.5% | -136.3% | -23.6% |
| All | -8.7% | +128.4% | -137.1% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 MAGS 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