-24.5%
KVUE vs UVXY
-98.2%
+73.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.8% | +6.7% | -0.4% |
| 7D | -5.1% | +2.8% | -7.9% | -5.0% |
| 30D | -6.3% | -11.4% | +5.0% | -6.8% |
| 3M | -0.5% | -41.5% | +41.0% | -2.7% |
| 6M | +3.1% | -61.0% | +64.1% | -0.7% |
| YTD | +6.7% | -49.8% | +56.5% | +4.5% |
| 1Y | -1.1% | -66.4% | +65.3% | -4.7% |
| 3Y | -8.7% | -94.8% | +86.0% | -17.6% |
| All | -24.5% | -98.2% | +73.7% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 UVXY 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