+114.0%
MMM vs KVUE
-20.4%
+134.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -3.2% | -6.1% | +2.9% | -2.1% |
| 30D | -10.7% | -5.6% | -5.1% | -9.7% |
| 3M | +4.3% | -0.3% | +4.6% | +4.4% |
| 6M | +5.9% | +1.4% | +4.5% | +5.6% |
| YTD | +3.2% | +6.7% | -3.6% | +2.0% |
| 1Y | +8.0% | +1.0% | +7.1% | +8.2% |
| 3Y | +99.1% | -5.4% | +104.5% | +100.5% |
| All | +114.0% | -20.4% | +134.4% | +124.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling