-24.5%
KVUE vs URA
+157.6%
-182.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.1% |
| 7D | -5.1% | -5.5% | +0.4% | -5.2% |
| 30D | -6.3% | -3.7% | -2.6% | -6.4% |
| 3M | -0.5% | -2.9% | +2.4% | -0.4% |
| 6M | +3.1% | -15.2% | +18.3% | +3.1% |
| YTD | +6.7% | +1.9% | +4.8% | +7.0% |
| 1Y | -1.1% | +6.9% | -8.1% | -1.3% |
| 3Y | -8.7% | +99.6% | -108.4% | -14.3% |
| All | -24.5% | +157.6% | -182.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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