-24.4%
KVUE vs MDY
+57.5%
-82.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.5% |
| 7D | -6.1% | -2.5% | -3.6% | -5.4% |
| 30D | -5.6% | -5.0% | -0.5% | -4.2% |
| 3M | -0.3% | +0.5% | -0.8% | -0.5% |
| 6M | +1.4% | +8.0% | -6.6% | -1.1% |
| YTD | +6.7% | +12.2% | -5.4% | +2.9% |
| 1Y | +1.0% | +14.0% | -13.0% | -3.2% |
| 3Y | -5.4% | +48.2% | -53.6% | -19.0% |
| All | -24.4% | +57.5% | -82.0% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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