-24.4%
KVUE vs WCC
+182.5%
-207.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.3% |
| 7D | -6.1% | +1.7% | -7.8% | -6.2% |
| 30D | -5.6% | -6.1% | +0.5% | -5.5% |
| 3M | -0.3% | +3.1% | -3.4% | -0.5% |
| 6M | +1.4% | +28.2% | -26.9% | +0.2% |
| YTD | +6.7% | +41.1% | -34.3% | +5.1% |
| 1Y | +1.0% | +61.3% | -60.3% | -1.0% |
| 3Y | -5.4% | +123.6% | -129.0% | -10.9% |
| All | -24.4% | +182.5% | -207.0% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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