-40.9%
SE vs KVUE
-4.3%
-36.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -6.1% | -2.2% | -3.8% | -5.8% |
| 30D | -2.5% | -3.7% | +1.2% | -2.0% |
| 3M | +21.7% | +12.3% | +9.5% | +20.3% |
| 6M | +27.0% | +5.4% | +21.6% | +25.8% |
| YTD | -12.1% | +12.4% | -24.6% | -12.0% |
| 1Y | -40.9% | -4.4% | -36.5% | -41.4% |
| All | -40.9% | -4.3% | -36.6% | -41.4% |
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