+116.7%
TEAM vs KVUE
-0.1%
+116.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +2.2% |
| 7D | -4.7% | -7.2% | +2.5% | -1.7% |
| 30D | +17.0% | -5.7% | +22.7% | +20.0% |
| 3M | +85.9% | +0.2% | +85.7% | +95.2% |
| 6M | +116.7% | 0.0% | +116.6% | +145.6% |
| All | +116.7% | -0.1% | +116.8% | +145.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling