+443.7%
TSM vs KVUE
-20.4%
+464.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +1.0% | -5.1% | +6.1% | +0.8% |
| 30D | +1.0% | -6.3% | +7.3% | +0.6% |
| 3M | +2.9% | -0.5% | +3.4% | +2.8% |
| 6M | +22.8% | +3.1% | +19.7% | +22.7% |
| YTD | +43.3% | +6.7% | +36.6% | +43.5% |
| 1Y | +69.2% | -1.1% | +70.3% | +69.4% |
| 3Y | +404.5% | -8.7% | +413.2% | +405.4% |
| All | +443.7% | -20.4% | +464.1% | +480.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling