-4.4%
KVUE vs MOH
+18.1%
-22.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.1% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | -3.7% | +2.9% | -6.6% | -3.8% |
| 3M | +12.3% | +4.1% | +8.1% | +12.1% |
| 6M | +5.4% | +33.8% | -28.4% | +4.5% |
| YTD | +12.4% | +15.7% | -3.3% | +11.5% |
| 1Y | -4.4% | +17.5% | -21.9% | -3.8% |
| All | -4.4% | +18.1% | -22.5% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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