+56.3%
UNP vs KVUE
-20.6%
+76.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.9% |
| 7D | -1.7% | -7.2% | +5.5% | -0.8% |
| 30D | -2.1% | -5.7% | +3.6% | -1.4% |
| 3M | +5.4% | +0.2% | +5.3% | +5.4% |
| 6M | +13.4% | 0.0% | +13.4% | +13.2% |
| YTD | +25.0% | +6.5% | +18.4% | +24.0% |
| 1Y | +34.6% | -1.4% | +36.0% | +34.7% |
| 3Y | +43.6% | -5.6% | +49.2% | +43.2% |
| All | +56.3% | -20.6% | +76.9% | +55.3% |
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