+153.1%
TE vs KMB
-20.2%
+173.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -5.0% |
| 7D | +15.0% | -8.6% | +23.6% | +10.0% |
| 30D | -7.5% | -7.5% | 0.0% | -11.0% |
| 3M | -42.0% | -0.6% | -41.3% | -42.6% |
| 6M | -31.4% | -1.5% | -29.9% | -31.3% |
| YTD | -26.5% | +1.6% | -28.1% | -26.9% |
| 1Y | +153.1% | -20.8% | +173.9% | +173.7% |
| All | +153.1% | -20.2% | +173.3% | +173.7% |
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