+216.7%
PSX vs KVUE
-20.4%
+237.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | +1.7% | -5.1% | +6.8% | +2.2% |
| 30D | +15.6% | -6.3% | +22.0% | +16.2% |
| 3M | +46.5% | -0.5% | +47.0% | +46.2% |
| 6M | +55.0% | +3.1% | +51.9% | +54.1% |
| YTD | +105.3% | +6.7% | +98.6% | +103.1% |
| 1Y | +101.6% | -1.1% | +102.7% | +101.1% |
| 3Y | +134.1% | -8.7% | +142.9% | +134.0% |
| All | +216.7% | -20.4% | +237.1% | +227.8% |
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 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