+181.6%
SE vs KVUE
-8.9%
+190.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -4.8% | -6.1% | +1.3% | -3.7% |
| 30D | -18.1% | -5.6% | -12.5% | -17.3% |
| 3M | +30.6% | -0.3% | +31.0% | +30.8% |
| 6M | +20.8% | +1.4% | +19.4% | +20.5% |
| YTD | -15.6% | +6.7% | -22.3% | -16.0% |
| 1Y | -44.2% | +1.0% | -45.2% | -43.8% |
| All | +181.6% | -8.9% | +190.6% | +204.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling