+450.9%
TSM vs KVUE
-17.7%
+468.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.2% | +2.3% |
| 7D | +6.0% | -1.9% | +8.0% | +5.9% |
| 30D | +4.5% | -3.3% | +7.8% | +4.4% |
| 3M | +3.1% | +6.0% | -2.9% | +3.2% |
| 6M | +30.2% | +2.3% | +27.9% | +30.2% |
| YTD | +45.2% | +10.3% | +34.9% | +45.6% |
| 1Y | +79.6% | +4.6% | +75.0% | +80.1% |
| 3Y | +411.0% | -2.2% | +413.2% | +408.9% |
| All | +450.9% | -17.7% | +468.6% | +488.7% |
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