+18.5%
TEAM vs KVUE
-20.6%
+39.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +0.9% |
| 7D | -4.7% | -7.2% | +2.5% | -4.3% |
| 30D | +17.0% | -5.7% | +22.7% | +17.4% |
| 3M | +85.9% | +0.2% | +85.7% | +86.6% |
| 6M | +116.7% | 0.0% | +116.6% | +117.7% |
| YTD | +9.6% | +6.5% | +3.1% | +10.0% |
| 1Y | -2.5% | -1.4% | -1.1% | -2.8% |
| 3Y | -14.0% | -5.6% | -8.4% | -15.0% |
| All | +18.5% | -20.6% | +39.0% | +16.8% |
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