+1,311.3%
MU vs KVUE
-8.9%
+1,320.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.9% |
| 7D | +2.0% | -6.1% | +8.1% | +1.1% |
| 30D | +12.5% | -5.6% | +18.1% | +11.6% |
| 3M | +9.6% | -0.3% | +9.9% | +9.5% |
| 6M | +142.6% | +1.4% | +141.2% | +142.9% |
| YTD | +242.7% | +6.7% | +235.9% | +245.0% |
| 1Y | +599.3% | +1.0% | +598.3% | +601.7% |
| All | +1,311.3% | -8.9% | +1,320.2% | +1,340.2% |
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 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