-8.7%
KVUE vs PHM
+49.3%
-58.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.4% |
| 7D | -5.1% | -5.0% | -0.1% | -4.2% |
| 30D | -6.3% | -8.4% | +2.1% | -4.8% |
| 3M | -0.5% | -4.4% | +3.9% | +0.3% |
| 6M | +3.1% | -3.7% | +6.8% | +3.5% |
| YTD | +6.7% | +1.3% | +5.4% | +6.2% |
| 1Y | -1.1% | -14.0% | +12.9% | +0.8% |
| 3Y | -8.7% | +48.1% | -56.9% | -17.6% |
| All | -8.7% | +49.3% | -58.1% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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