-24.5%
KVUE vs MET
+86.1%
-110.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.4% |
| 3M | -0.5% | +11.6% | -12.1% | -3.0% |
| 6M | +3.1% | +40.8% | -37.7% | -4.6% |
| YTD | +6.7% | +25.7% | -19.0% | +0.9% |
| 1Y | -1.1% | +24.4% | -25.5% | -6.2% |
| 3Y | -8.7% | +67.5% | -76.2% | -19.2% |
| All | -24.5% | +86.1% | -110.6% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling