-24.6%
KVUE vs WING
-48.7%
+24.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -3.5% |
| 7D | -7.2% | -2.3% | -4.9% | -7.1% |
| 30D | -5.7% | -5.6% | -0.1% | -5.5% |
| 3M | +0.2% | -22.9% | +23.1% | +0.9% |
| 6M | 0.0% | -50.4% | +50.4% | +1.5% |
| YTD | +6.5% | -53.3% | +59.8% | +8.1% |
| 1Y | -1.4% | -61.2% | +59.8% | +0.3% |
| 3Y | -5.6% | -30.1% | +24.5% | -8.6% |
| All | -24.6% | -48.7% | +24.0% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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