+40.6%
NVDL vs KVUE
-4.3%
+44.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.8% | +1.4% |
| 7D | +11.7% | -2.2% | +13.9% | +11.1% |
| 30D | +7.8% | -3.7% | +11.5% | +6.9% |
| 3M | +3.3% | +12.3% | -8.9% | +5.8% |
| 6M | +38.9% | +5.4% | +33.5% | +40.6% |
| YTD | +28.5% | +12.4% | +16.0% | +31.8% |
| 1Y | +40.6% | -4.4% | +45.0% | +39.6% |
| All | +40.6% | -4.3% | +44.9% | +39.6% |
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