-24.5%
KVUE vs PSA
+19.4%
-43.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | -5.1% | -1.8% | -3.3% | -4.5% |
| 30D | -6.3% | -8.4% | +2.0% | -3.5% |
| 3M | -0.5% | -7.8% | +7.3% | +2.2% |
| 6M | +3.1% | +0.8% | +2.3% | +2.8% |
| YTD | +6.7% | +16.5% | -9.8% | +1.4% |
| 1Y | -1.1% | +4.7% | -5.8% | -3.0% |
| 3Y | -8.7% | +21.1% | -29.8% | -14.7% |
| All | -24.5% | +19.4% | -43.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling