+96.5%
SPY vs KVUE
-20.4%
+117.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -0.8% | -5.1% | +4.4% | -0.4% |
| 30D | -1.1% | -6.3% | +5.3% | -0.6% |
| 3M | +3.9% | -0.5% | +4.4% | +3.8% |
| 6M | +13.6% | +3.1% | +10.5% | +13.2% |
| YTD | +12.7% | +6.7% | +6.0% | +11.9% |
| 1Y | +17.5% | -1.1% | +18.6% | +17.6% |
| 3Y | +76.9% | -8.7% | +85.6% | +77.3% |
| All | +96.5% | -20.4% | +117.0% | +99.9% |
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 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