+43.0%
SE vs KVUE
-20.6%
+63.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -3.5% |
| 7D | -3.6% | -7.2% | +3.6% | -2.5% |
| 30D | -5.3% | -5.7% | +0.4% | -4.4% |
| 3M | +28.1% | +0.2% | +27.9% | +28.1% |
| 6M | +20.7% | 0.0% | +20.6% | +20.6% |
| YTD | -14.8% | +6.5% | -21.3% | -15.1% |
| 1Y | -43.6% | -1.4% | -42.2% | -43.0% |
| 3Y | +184.2% | -5.6% | +189.8% | +183.6% |
| All | +43.0% | -20.6% | +63.6% | +58.3% |
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