-24.6%
KVUE vs WEC
+27.2%
-51.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.6% | -3.1% |
| 7D | -7.2% | +0.4% | -7.6% | -7.4% |
| 30D | -5.7% | +0.9% | -6.6% | -6.1% |
| 3M | +0.2% | -5.3% | +5.5% | +2.5% |
| 6M | 0.0% | -6.6% | +6.6% | +2.8% |
| YTD | +6.5% | +3.3% | +3.2% | +4.7% |
| 1Y | -1.4% | +2.1% | -3.5% | -2.5% |
| 3Y | -5.6% | +39.6% | -45.2% | -16.1% |
| All | -24.6% | +27.2% | -51.8% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling