-24.6%
KVUE vs NVTS
+106.0%
-130.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.1% | -3.5% |
| 7D | -7.2% | +3.5% | -10.7% | -7.2% |
| 30D | -5.7% | -11.9% | +6.2% | -5.9% |
| 3M | +0.2% | -49.2% | +49.4% | -0.8% |
| 6M | 0.0% | +38.4% | -38.4% | +0.8% |
| YTD | +6.5% | +62.5% | -56.0% | +7.8% |
| 1Y | -1.4% | +101.4% | -102.8% | -0.1% |
| 3Y | -5.6% | +40.4% | -46.0% | -2.7% |
| All | -24.6% | +106.0% | -130.7% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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