-18.0%
KVUE vs MAS
+59.9%
-77.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +15.3% | -0.2% | +11.6% |
| 7D | +15.1% | +15.3% | -0.2% | +11.6% |
| 30D | +15.1% | +15.3% | -0.2% | +11.6% |
| 3M | +15.1% | +15.3% | -0.2% | +11.6% |
| 6M | +12.7% | +13.3% | -0.6% | +9.6% |
| YTD | +15.9% | +28.8% | -12.9% | +10.1% |
| 1Y | +42.1% | +26.4% | +15.7% | +35.2% |
| 3Y | +17.3% | +64.0% | -46.6% | +7.8% |
| All | -18.0% | +59.9% | -77.8% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 10y: compounded portfolio wealth divided by compounded MAS 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…
10y analysis · Full analysis span regression · 6 months rolling