-24.6%
KVUE vs WWD
+211.0%
-235.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -7.2% | +0.6% | -7.9% | -7.3% |
| 30D | -5.7% | -5.1% | -0.6% | -5.3% |
| 3M | +0.2% | -11.2% | +11.4% | +0.9% |
| 6M | 0.0% | -12.0% | +12.1% | +0.6% |
| YTD | +6.5% | +12.0% | -5.5% | +5.6% |
| 1Y | -1.4% | +42.8% | -44.2% | -4.0% |
| 3Y | -5.6% | +168.9% | -174.6% | -15.4% |
| All | -24.6% | +211.0% | -235.6% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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