+153.6%
USB vs KVUE
-16.1%
+169.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | -0.1% |
| 7D | +1.4% | -2.2% | +3.7% | +1.8% |
| 30D | -1.3% | -3.7% | +2.4% | -0.8% |
| 3M | +15.2% | +12.3% | +3.0% | +13.4% |
| 6M | +18.8% | +5.4% | +13.4% | +17.8% |
| YTD | +21.0% | +12.4% | +8.6% | +18.9% |
| 1Y | +34.0% | -4.4% | +38.4% | +34.6% |
| 3Y | +95.3% | -7.5% | +102.9% | +91.4% |
| All | +153.6% | -16.1% | +169.8% | +153.5% |
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