-24.5%
KVUE vs TW
+49.9%
-74.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | -5.1% | -4.5% | -0.6% | -4.4% |
| 30D | -6.3% | -2.3% | -4.1% | -6.0% |
| 3M | -0.5% | +2.6% | -3.1% | -1.1% |
| 6M | +3.1% | -17.5% | +20.6% | +6.3% |
| YTD | +6.7% | -5.3% | +12.0% | +6.5% |
| 1Y | -1.1% | -14.8% | +13.6% | +1.0% |
| 3Y | -8.7% | +18.8% | -27.6% | -2.9% |
| All | -24.5% | +49.9% | -74.4% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 5y: compounded portfolio wealth divided by compounded TW 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…
5y analysis · Full analysis span regression · 6 months rolling