-18.0%
KVUE vs SW
+35.6%
-53.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +5.8% | +6.5% | +11.7% |
| 7D | +12.3% | +5.8% | +6.5% | +11.7% |
| 30D | +12.3% | +5.8% | +6.5% | +11.7% |
| 3M | +12.3% | +5.8% | +6.5% | +11.7% |
| 6M | +12.7% | +14.6% | -1.8% | +11.3% |
| YTD | +15.9% | +14.7% | +1.1% | +14.3% |
| 1Y | +42.1% | +23.1% | +19.0% | +39.4% |
| 3Y | +17.3% | +53.0% | -35.6% | +12.0% |
| All | -18.0% | +35.6% | -53.6% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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