-24.5%
KVUE vs WEC
+26.2%
-50.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -5.1% | -0.6% | -4.5% | -4.9% |
| 30D | -6.3% | -2.6% | -3.7% | -5.3% |
| 3M | -0.5% | -6.0% | +5.5% | +2.2% |
| 6M | +3.1% | -5.4% | +8.5% | +5.4% |
| YTD | +6.7% | +2.5% | +4.2% | +5.2% |
| 1Y | -1.1% | -0.7% | -0.4% | -1.1% |
| 3Y | -8.7% | +38.7% | -47.5% | -18.6% |
| All | -24.5% | +26.2% | -50.7% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling