+120.1%
MMM vs KVUE
-17.7%
+137.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.3% |
| 7D | -1.6% | -1.9% | +0.3% | -1.3% |
| 30D | -8.0% | -3.3% | -4.7% | -7.4% |
| 3M | +9.4% | +6.0% | +3.4% | +8.2% |
| 6M | +10.2% | +2.3% | +7.9% | +9.7% |
| YTD | +6.1% | +10.3% | -4.2% | +4.3% |
| 1Y | +10.8% | +4.6% | +6.2% | +10.2% |
| 3Y | +104.8% | -2.2% | +107.0% | +105.0% |
| All | +120.1% | -17.7% | +137.8% | +129.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling