+148.6%
TE vs KMB
-14.3%
+163.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | 0.0% |
| 7D | -4.0% | -4.2% | +0.2% | -6.0% |
| 30D | -15.9% | -6.6% | -9.3% | -18.8% |
| 3M | -60.5% | +12.6% | -73.2% | -59.6% |
| 6M | -35.2% | +2.9% | -38.1% | -33.6% |
| YTD | -31.1% | +6.8% | -37.9% | -29.9% |
| 1Y | +148.6% | -14.8% | +163.4% | +185.3% |
| All | +148.6% | -14.3% | +163.0% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling