-24.4%
KVUE vs SUI
-1.8%
-22.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -6.1% | -4.1% | -2.0% | -5.0% |
| 30D | -5.6% | -3.2% | -2.4% | -4.7% |
| 3M | -0.3% | -8.4% | +8.1% | +2.0% |
| 6M | +1.4% | -14.4% | +15.7% | +5.4% |
| YTD | +6.7% | -5.5% | +12.3% | +8.2% |
| 1Y | +1.0% | -7.3% | +8.3% | +2.7% |
| 3Y | -5.4% | +9.9% | -15.3% | -6.7% |
| All | -24.4% | -1.8% | -22.7% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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