-18.0%
KVUE vs MLM
+37.9%
-55.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -11.0% | +30.9% | +19.6% |
| 7D | +19.9% | -11.0% | +30.9% | +19.6% |
| 30D | +19.9% | -11.0% | +30.9% | +19.6% |
| 3M | +19.9% | -11.0% | +30.9% | +19.6% |
| 6M | +19.9% | -11.0% | +30.9% | +19.6% |
| YTD | +19.9% | -11.0% | +30.9% | +19.6% |
| 1Y | +42.1% | -11.3% | +53.5% | +41.8% |
| 3Y | +17.3% | +35.7% | -18.3% | +5.4% |
| All | -18.0% | +37.9% | -55.9% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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