-31.9%
TE vs KVUE
-20.4%
-11.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.7% |
| 7D | +0.9% | -6.1% | +7.0% | 0.0% |
| 30D | -16.3% | -5.6% | -10.7% | -16.9% |
| 3M | -40.8% | -0.3% | -40.4% | -40.8% |
| 6M | -42.6% | +1.4% | -44.0% | -42.6% |
| YTD | -31.4% | +6.7% | -38.2% | -31.3% |
| 1Y | +144.9% | +1.0% | +144.0% | +146.4% |
| 3Y | -26.0% | -5.4% | -20.6% | -26.6% |
| All | -31.9% | -20.4% | -11.6% | -32.4% |
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