-24.6%
KVUE vs UEC
+375.4%
-400.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -3.5% |
| 7D | -7.2% | -0.2% | -7.0% | -7.2% |
| 30D | -5.7% | +1.9% | -7.6% | -5.6% |
| 3M | +0.2% | +8.9% | -8.8% | +0.4% |
| 6M | 0.0% | -14.5% | +14.5% | 0.0% |
| YTD | +6.5% | -0.7% | +7.2% | +7.1% |
| 1Y | -1.4% | -4.1% | +2.6% | -1.1% |
| 3Y | -5.6% | +148.9% | -154.5% | -8.2% |
| All | -24.6% | +375.4% | -400.0% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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