-8.7%
KVUE vs MET
+66.8%
-75.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | -5.1% | -0.5% | -4.6% | -5.0% |
| 30D | -6.3% | +0.5% | -6.8% | -6.5% |
| 3M | -0.5% | +11.6% | -12.1% | -3.3% |
| 6M | +3.1% | +40.8% | -37.7% | -5.4% |
| YTD | +6.7% | +25.7% | -19.0% | +0.3% |
| 1Y | -1.1% | +24.4% | -25.5% | -6.7% |
| 3Y | -8.7% | +67.5% | -76.2% | -23.1% |
| All | -8.7% | +66.8% | -75.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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