+176.1%
MS vs KVUE
+0.1%
+176.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.3% | +1.6% |
| 7D | +1.5% | +0.9% | +0.6% | +1.4% |
| 30D | +10.3% | +1.4% | +8.8% | +10.1% |
| 3M | +7.9% | -1.9% | +9.7% | +8.0% |
| 6M | +20.2% | +6.7% | +13.5% | +19.1% |
| YTD | +10.0% | +3.1% | +6.8% | +9.4% |
| 1Y | +62.3% | -23.7% | +86.0% | +69.7% |
| All | +176.1% | +0.1% | +176.0% | +176.9% |
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