+218.3%
PSX vs KVUE
-20.6%
+238.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +0.9% |
| 7D | +1.8% | -7.2% | +9.0% | +2.5% |
| 30D | +21.6% | -5.7% | +27.3% | +22.2% |
| 3M | +46.5% | +0.2% | +46.3% | +46.1% |
| 6M | +62.0% | 0.0% | +62.0% | +61.6% |
| YTD | +106.3% | +6.5% | +99.8% | +104.1% |
| 1Y | +103.0% | -1.4% | +104.4% | +102.5% |
| 3Y | +135.5% | -5.6% | +141.1% | +135.0% |
| All | +218.3% | -20.6% | +238.8% | +229.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling