-24.5%
KVUE vs WU
-19.6%
-4.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.1% |
| 7D | -5.1% | -3.5% | -1.6% | -4.6% |
| 30D | -6.3% | -2.9% | -3.4% | -5.9% |
| 3M | -0.5% | -2.3% | +1.8% | -0.7% |
| 6M | +3.1% | -25.4% | +28.5% | +7.2% |
| YTD | +6.7% | -21.2% | +27.9% | +9.8% |
| 1Y | -1.1% | -8.9% | +7.7% | -1.7% |
| 3Y | -8.7% | -29.0% | +20.2% | -5.0% |
| All | -24.5% | -19.6% | -4.9% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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