-24.5%
KVUE vs NVMI
+312.4%
-336.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | 0.0% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | -6.3% | -8.4% | +2.1% | -6.5% |
| 3M | -0.5% | -33.6% | +33.1% | -1.4% |
| 6M | +3.1% | -14.7% | +17.8% | +2.6% |
| YTD | +6.7% | +13.2% | -6.5% | +6.7% |
| 1Y | -1.1% | +29.0% | -30.2% | -0.9% |
| 3Y | -8.7% | +215.0% | -223.7% | -17.1% |
| All | -24.5% | +312.4% | -336.9% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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