+34.4%
SPGI vs KVUE
-17.7%
+52.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.9% |
| 7D | -2.5% | -1.9% | -0.6% | -2.2% |
| 30D | +5.4% | -3.3% | +8.7% | +6.0% |
| 3M | +9.0% | +6.0% | +3.1% | +8.0% |
| 6M | +0.8% | +2.3% | -1.6% | +0.3% |
| YTD | -12.6% | +10.3% | -22.9% | -14.1% |
| 1Y | -16.1% | +4.6% | -20.7% | -17.1% |
| 3Y | +19.0% | -2.2% | +21.2% | +18.4% |
| All | +34.4% | -17.7% | +52.1% | +33.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling