-8.7%
KVUE vs UL
+20.7%
-29.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | -5.1% | -3.4% | -1.7% | -3.5% |
| 30D | -6.3% | +0.5% | -6.8% | -6.5% |
| 3M | -0.5% | +7.2% | -7.7% | -3.9% |
| 6M | +3.1% | -3.1% | +6.1% | +3.9% |
| YTD | +6.7% | -2.7% | +9.4% | +7.3% |
| 1Y | -1.1% | -10.2% | +9.1% | +3.1% |
| 3Y | -8.7% | +20.3% | -29.0% | -18.3% |
| All | -8.7% | +20.7% | -29.4% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling