+184.8%
MS vs KVUE
-20.4%
+205.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -2.1% | -6.1% | +4.1% | -1.5% |
| 30D | -1.1% | -5.6% | +4.5% | -0.6% |
| 3M | +3.5% | -0.3% | +3.8% | +3.4% |
| 6M | +33.7% | +1.4% | +32.4% | +33.2% |
| YTD | +21.8% | +6.7% | +15.0% | +20.5% |
| 1Y | +41.1% | +1.0% | +40.2% | +40.8% |
| 3Y | +174.5% | -5.4% | +179.9% | +172.6% |
| All | +184.8% | -20.4% | +205.2% | +186.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling