-24.4%
KVUE vs URI
+194.3%
-218.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.4% |
| 7D | -6.1% | -0.5% | -5.6% | -6.1% |
| 30D | -5.6% | -13.4% | +7.8% | -4.9% |
| 3M | -0.3% | -6.2% | +5.9% | -0.2% |
| 6M | +1.4% | +28.0% | -26.6% | -0.6% |
| YTD | +6.7% | +23.0% | -16.2% | +4.7% |
| 1Y | +1.0% | +5.5% | -4.6% | -0.3% |
| 3Y | -5.4% | +119.2% | -124.6% | -14.5% |
| All | -24.4% | +194.3% | -218.8% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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