-24.5%
KVUE vs MOH
-31.0%
+6.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.2% |
| 7D | -5.1% | +1.7% | -6.8% | -5.2% |
| 30D | -6.3% | -0.9% | -5.4% | -6.3% |
| 3M | -0.5% | +5.7% | -6.2% | -0.9% |
| 6M | +3.1% | +39.1% | -36.0% | +0.8% |
| YTD | +6.7% | +17.7% | -11.0% | +5.0% |
| 1Y | -1.1% | +8.4% | -9.5% | -2.3% |
| 3Y | -8.7% | -36.6% | +27.8% | -6.4% |
| All | -24.5% | -31.0% | +6.5% | -22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling