-24.5%
KVUE vs TXG
+22.0%
-46.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.1% |
| 7D | -5.1% | +9.5% | -14.6% | -5.4% |
| 30D | -6.3% | +18.8% | -25.1% | -6.8% |
| 3M | -0.5% | +136.1% | -136.6% | -3.4% |
| 6M | +3.1% | +235.2% | -232.2% | -1.4% |
| YTD | +6.7% | +320.5% | -313.9% | +1.3% |
| 1Y | -1.1% | +425.2% | -426.3% | -6.9% |
| 3Y | -8.7% | +42.9% | -51.6% | -10.0% |
| All | -24.5% | +22.0% | -46.5% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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