-24.4%
PYPL vs KVUE
-20.4%
-3.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -2.3% | -5.1% | +2.9% | -1.3% |
| 30D | -9.0% | -6.3% | -2.7% | -8.0% |
| 3M | +30.6% | -0.5% | +31.1% | +30.8% |
| 6M | +18.6% | +3.1% | +15.5% | +18.0% |
| YTD | -7.2% | +6.7% | -13.9% | -8.3% |
| 1Y | -19.3% | -1.1% | -18.1% | -19.1% |
| 3Y | -12.3% | -8.7% | -3.5% | -13.4% |
| All | -24.4% | -20.4% | -3.9% | -27.6% |
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 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