-1.4%
KVUE vs MLM
-18.7%
+17.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -3.1% |
| 7D | -7.2% | -2.7% | -4.5% | -6.6% |
| 30D | -5.7% | -8.3% | +2.6% | -3.9% |
| 3M | +0.2% | -12.0% | +12.1% | +2.7% |
| 6M | 0.0% | -17.6% | +17.7% | +3.5% |
| YTD | +6.5% | -18.9% | +25.4% | +8.2% |
| 1Y | -1.4% | -17.6% | +16.2% | 0.0% |
| All | -1.4% | -18.7% | +17.3% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling