-14.4%
KVUE vs NVD
-99.1%
+84.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | +0.1% |
| 7D | -6.1% | +9.0% | -15.2% | -6.3% |
| 30D | -5.6% | -5.5% | -0.1% | -5.5% |
| 3M | -0.3% | -24.6% | +24.3% | +0.1% |
| 6M | +1.4% | -42.1% | +43.4% | +2.0% |
| YTD | +6.7% | -44.3% | +51.1% | +7.4% |
| 1Y | +1.0% | -54.2% | +55.1% | +1.8% |
| 3Y | -5.4% | -99.1% | +93.7% | -15.8% |
| All | -14.4% | -99.1% | +84.7% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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