-24.5%
KVUE vs SNY
-6.6%
-17.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.1% | -3.3% | -1.8% | -4.6% |
| 30D | -6.3% | -2.2% | -4.2% | -6.0% |
| 3M | -0.5% | -3.0% | +2.5% | 0.0% |
| 6M | +3.1% | +2.7% | +0.3% | +2.7% |
| YTD | +6.7% | -6.8% | +13.5% | +7.7% |
| 1Y | -1.1% | -5.3% | +4.1% | -0.6% |
| 3Y | -8.7% | -9.8% | +1.0% | -9.3% |
| All | -24.5% | -6.6% | -17.9% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling