-24.5%
KVUE vs PSLV
+138.1%
-162.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -5.1% | -3.5% | -1.7% | -5.1% |
| 30D | -6.3% | -2.1% | -4.2% | -6.3% |
| 3M | -0.5% | -1.6% | +1.1% | -0.5% |
| 6M | +3.1% | -25.5% | +28.6% | +3.5% |
| YTD | +6.7% | -11.4% | +18.1% | +6.8% |
| 1Y | -1.1% | +48.6% | -49.7% | -2.3% |
| 3Y | -8.7% | +166.9% | -175.6% | -14.3% |
| All | -24.5% | +138.1% | -162.6% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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