+131.7%
PM vs KVUE
-20.4%
+152.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +1.9% | -6.1% | +8.1% | +3.1% |
| 30D | +1.9% | -5.6% | +7.5% | +3.0% |
| 3M | +4.6% | -0.3% | +4.9% | +4.8% |
| 6M | +11.7% | +1.4% | +10.3% | +11.5% |
| YTD | +20.4% | +6.7% | +13.6% | +19.1% |
| 1Y | +19.0% | +1.0% | +18.0% | +18.6% |
| 3Y | +130.4% | -5.4% | +135.8% | +130.4% |
| All | +131.7% | -20.4% | +152.1% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling