-21.9%
KVUE vs MLM
+30.6%
-52.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.8% |
| 7D | -1.9% | +1.4% | -3.3% | -2.1% |
| 30D | -3.3% | -6.5% | +3.2% | -2.3% |
| 3M | +6.0% | -7.4% | +13.4% | +7.1% |
| 6M | +2.3% | -15.8% | +18.1% | +4.7% |
| YTD | +10.3% | -17.4% | +27.8% | +12.7% |
| 1Y | +4.6% | -17.9% | +22.5% | +6.8% |
| 3Y | -2.2% | +18.9% | -21.1% | -9.1% |
| All | -21.9% | +30.6% | -52.5% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling