+87.5%
TEL vs KVUE
-20.4%
+107.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.6% | +3.6% |
| 7D | +1.6% | -5.1% | +6.7% | +2.1% |
| 30D | -0.7% | -6.3% | +5.7% | -0.1% |
| 3M | +2.4% | -0.5% | +2.9% | +2.4% |
| 6M | +4.1% | +3.1% | +1.0% | +3.7% |
| YTD | -5.8% | +6.7% | -12.5% | -6.3% |
| 1Y | +0.9% | -1.1% | +2.0% | +1.2% |
| 3Y | +72.6% | -8.7% | +81.3% | +73.8% |
| All | +87.5% | -20.4% | +107.9% | +92.4% |
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