-8.7%
KVUE vs NSC
+73.4%
-82.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.9% | +0.1% |
| 7D | -5.1% | -2.8% | -2.3% | -4.6% |
| 30D | -6.3% | -4.5% | -1.8% | -5.5% |
| 3M | -0.5% | +3.5% | -4.1% | -1.2% |
| 6M | +3.1% | +8.5% | -5.4% | +1.4% |
| YTD | +6.7% | +12.3% | -5.7% | +4.4% |
| 1Y | -1.1% | +18.9% | -20.1% | -4.3% |
| 3Y | -8.7% | +74.1% | -82.9% | -18.5% |
| All | -8.7% | +73.4% | -82.1% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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