-8.7%
KVUE vs NTR
+36.8%
-45.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.1% | -1.3% | -3.8% | -5.0% |
| 30D | -6.3% | +16.8% | -23.1% | -8.0% |
| 3M | -0.5% | +20.7% | -21.3% | -2.8% |
| 6M | +3.1% | +0.5% | +2.6% | +2.9% |
| YTD | +6.7% | +29.2% | -22.5% | +1.5% |
| 1Y | -1.1% | +39.6% | -40.7% | -7.3% |
| 3Y | -8.7% | +37.9% | -46.6% | -16.9% |
| All | -8.7% | +36.8% | -45.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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