+3.7%
U vs KVUE
-4.3%
+8.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -1.1% |
| 7D | -3.8% | -2.2% | -1.6% | -3.9% |
| 30D | +17.5% | -3.7% | +21.1% | +17.2% |
| 3M | +38.7% | +12.3% | +26.5% | +39.5% |
| 6M | +104.4% | +5.4% | +99.0% | +104.7% |
| YTD | -5.7% | +12.4% | -18.1% | -6.0% |
| 1Y | +3.7% | -4.4% | +8.1% | -6.1% |
| All | +3.7% | -4.3% | +8.0% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling