-24.5%
KVUE vs NVT
+300.6%
-325.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | +0.2% |
| 7D | -5.1% | +4.1% | -9.2% | -4.9% |
| 30D | -6.3% | -5.1% | -1.2% | -6.5% |
| 3M | -0.5% | -1.2% | +0.7% | -0.3% |
| 6M | +3.1% | +46.6% | -43.5% | +4.2% |
| YTD | +6.7% | +60.0% | -53.3% | +8.3% |
| 1Y | -1.1% | +70.8% | -71.9% | +0.6% |
| 3Y | -8.7% | +187.5% | -196.3% | -10.8% |
| All | -24.5% | +300.6% | -325.1% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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