-24.5%
KVUE vs THC
+286.1%
-310.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -5.1% | -0.5% | -4.6% | -5.1% |
| 30D | -6.3% | -1.2% | -5.2% | -6.3% |
| 3M | -0.5% | +52.3% | -52.8% | -5.0% |
| 6M | +3.1% | +12.4% | -9.3% | +1.3% |
| YTD | +6.7% | +32.7% | -26.0% | +2.8% |
| 1Y | -1.1% | +36.4% | -37.5% | -5.2% |
| 3Y | -8.7% | +259.3% | -268.0% | -27.7% |
| All | -24.5% | +286.1% | -310.6% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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