+7.9%
KVUE vs TEM
+53.2%
-45.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.7% | +1.2% | -3.4% |
| 7D | -7.2% | -1.1% | -6.1% | -7.2% |
| 30D | -5.7% | +11.3% | -17.0% | -6.0% |
| 3M | +0.2% | +25.5% | -25.4% | -0.5% |
| 6M | 0.0% | +17.1% | -17.1% | -0.6% |
| YTD | +6.5% | +3.8% | +2.7% | +6.0% |
| 1Y | -1.4% | -24.4% | +22.9% | -1.4% |
| All | +7.9% | +53.2% | -45.3% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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