-16.0%
TEAM vs KVUE
-9.0%
-7.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | -5.1% | -0.1% | -4.9% |
| 30D | +15.8% | -6.3% | +22.1% | +16.2% |
| 3M | +101.5% | -0.5% | +102.0% | +102.3% |
| 6M | +138.2% | +3.1% | +135.1% | +139.2% |
| YTD | +10.8% | +6.7% | +4.1% | +11.1% |
| 1Y | +1.7% | -1.1% | +2.8% | +1.3% |
| 3Y | -16.0% | -8.7% | -7.3% | -15.9% |
| All | -16.0% | -9.0% | -7.0% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling