+41.1%
MS vs KVUE
-1.2%
+42.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -2.1% | -6.1% | +4.1% | -2.0% |
| 30D | -1.1% | -5.6% | +4.5% | -1.1% |
| 3M | +3.5% | -0.3% | +3.8% | +3.4% |
| 6M | +33.7% | +1.4% | +32.4% | +33.3% |
| YTD | +21.8% | +6.7% | +15.0% | +21.3% |
| 1Y | +41.1% | +1.0% | +40.2% | +41.8% |
| All | +41.1% | -1.2% | +42.4% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling