-8.9%
KVUE vs MOS
-24.6%
+15.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.4% |
| 7D | -7.2% | +1.7% | -8.9% | -7.4% |
| 30D | -5.7% | +11.7% | -17.4% | -6.9% |
| 3M | +0.2% | +23.2% | -23.0% | -2.4% |
| 6M | 0.0% | -1.6% | +1.7% | -0.4% |
| YTD | +6.5% | +10.8% | -4.3% | +4.1% |
| 1Y | -1.4% | -16.2% | +14.8% | -0.1% |
| All | -8.9% | -24.6% | +15.7% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 3y: compounded portfolio wealth divided by compounded MOS 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…
3y analysis · Full analysis span regression · 6 months rolling