-24.6%
KVUE vs WM
+35.8%
-60.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.3% |
| 7D | -7.2% | -1.2% | -6.0% | -6.9% |
| 30D | -5.7% | -4.5% | -1.2% | -4.4% |
| 3M | +0.2% | -2.2% | +2.4% | +0.8% |
| 6M | 0.0% | -11.5% | +11.5% | +3.5% |
| YTD | +6.5% | -0.7% | +7.2% | +6.2% |
| 1Y | -1.4% | +0.3% | -1.8% | -1.9% |
| 3Y | -5.6% | +44.2% | -49.8% | -9.0% |
| All | -24.6% | +35.8% | -60.4% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling