-20.4%
KVUE vs USFD
+177.4%
-197.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | -2.2% | -3.0% | +0.8% | -1.6% |
| 30D | -3.7% | +3.5% | -7.2% | -4.5% |
| 3M | +12.3% | +26.6% | -14.3% | +6.8% |
| 6M | +5.4% | +11.7% | -6.3% | +2.7% |
| YTD | +12.4% | +38.1% | -25.7% | +4.0% |
| 1Y | -4.4% | +33.4% | -37.8% | -10.9% |
| 3Y | -7.5% | +155.8% | -163.4% | -22.2% |
| All | -20.4% | +177.4% | -197.9% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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