+39.8%
SE vs KVUE
-20.4%
+60.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -5.2% | -5.1% | -0.1% | -4.4% |
| 30D | -17.1% | -6.3% | -10.7% | -16.2% |
| 3M | +24.0% | -0.5% | +24.5% | +24.1% |
| 6M | +21.0% | +3.1% | +17.9% | +20.5% |
| YTD | -16.7% | +6.7% | -23.4% | -17.1% |
| 1Y | -45.9% | -1.1% | -44.8% | -45.4% |
| 3Y | +177.8% | -8.7% | +186.6% | +176.8% |
| All | +39.8% | -20.4% | +60.2% | +54.6% |
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