-21.9%
KVUE vs URI
+202.1%
-224.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -1.9% |
| 7D | -1.9% | +2.5% | -4.4% | -2.0% |
| 30D | -3.3% | -12.5% | +9.2% | -2.7% |
| 3M | +6.0% | -6.2% | +12.1% | +6.2% |
| 6M | +2.3% | +25.9% | -23.5% | +0.4% |
| YTD | +10.3% | +26.2% | -15.8% | +8.1% |
| 1Y | +4.6% | +5.5% | -0.9% | +3.3% |
| 3Y | -2.2% | +125.0% | -127.2% | -11.7% |
| All | -21.9% | +202.1% | -224.0% | -33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling