+107.8%
META vs KVUE
-0.1%
+107.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.3% | -0.4% |
| 7D | +6.0% | -1.9% | +8.0% | +6.2% |
| 30D | +3.6% | -3.3% | +6.9% | +3.8% |
| 3M | +4.9% | +6.0% | -1.1% | +4.6% |
| 6M | -4.7% | +2.3% | -7.0% | -4.8% |
| YTD | -6.9% | +10.3% | -17.2% | -7.5% |
| 1Y | -18.2% | +4.6% | -22.8% | -18.2% |
| 3Y | +107.8% | -2.2% | +110.0% | +110.0% |
| All | +107.8% | -0.1% | +107.9% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling