-24.5%
KVUE vs WSM
+316.6%
-341.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | -5.1% | -0.5% | -4.6% | -5.1% |
| 30D | -6.3% | -7.7% | +1.4% | -5.8% |
| 3M | -0.5% | +3.8% | -4.3% | -0.8% |
| 6M | +3.1% | +22.7% | -19.6% | +1.6% |
| YTD | +6.7% | +28.0% | -21.3% | +4.7% |
| 1Y | -1.1% | +12.7% | -13.9% | -2.3% |
| 3Y | -8.7% | +231.3% | -240.0% | -21.7% |
| All | -24.5% | +316.6% | -341.1% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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