-24.6%
KVUE vs URI
+206.1%
-230.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.5% |
| 7D | -7.2% | +5.0% | -12.2% | -7.4% |
| 30D | -5.7% | -9.4% | +3.7% | -5.2% |
| 3M | +0.2% | -5.8% | +6.0% | +0.4% |
| 6M | 0.0% | +25.8% | -25.8% | -1.8% |
| YTD | +6.5% | +27.9% | -21.4% | +4.3% |
| 1Y | -1.4% | +9.7% | -11.1% | -2.8% |
| 3Y | -5.6% | +128.0% | -133.6% | -14.9% |
| All | -24.6% | +206.1% | -230.8% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling