+162.7%
TT vs KVUE
-17.7%
+180.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | -0.3% |
| 7D | +1.6% | -1.9% | +3.5% | +1.7% |
| 30D | -7.3% | -3.3% | -4.0% | -7.1% |
| 3M | -2.6% | +6.0% | -8.5% | -3.1% |
| 6M | +5.9% | +2.3% | +3.6% | +5.5% |
| YTD | +15.4% | +10.3% | +5.1% | +14.3% |
| 1Y | +8.2% | +4.6% | +3.7% | +7.9% |
| 3Y | +122.7% | -2.2% | +124.9% | +122.7% |
| All | +162.7% | -17.7% | +180.4% | +177.3% |
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