-24.4%
KVUE vs UUUU
+148.3%
-172.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.2% |
| 7D | -6.1% | -5.0% | -1.1% | -6.2% |
| 30D | -5.6% | -7.8% | +2.2% | -5.6% |
| 3M | -0.3% | -0.4% | +0.1% | -0.3% |
| 6M | +1.4% | -32.9% | +34.3% | +1.3% |
| YTD | +6.7% | -6.3% | +13.0% | +7.3% |
| 1Y | +1.0% | +7.9% | -7.0% | +1.9% |
| 3Y | -5.4% | +85.2% | -90.6% | -4.5% |
| All | -24.4% | +148.3% | -172.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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