+15.6%
U vs KVUE
-9.0%
+24.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.5% | +4.5% |
| 7D | +5.5% | -5.1% | +10.6% | +6.1% |
| 30D | -1.3% | -6.3% | +5.0% | -0.6% |
| 3M | +64.6% | -0.5% | +65.1% | +64.3% |
| 6M | +119.4% | +3.1% | +116.3% | +118.1% |
| YTD | -0.5% | +6.7% | -7.2% | -2.1% |
| 1Y | +1.3% | -1.1% | +2.4% | +0.1% |
| 3Y | +15.6% | -8.7% | +24.4% | +6.6% |
| All | +15.6% | -9.0% | +24.6% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling