+172.1%
W vs KVUE
-20.4%
+192.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -0.9% | -5.1% | +4.3% | +0.3% |
| 30D | -4.2% | -6.3% | +2.1% | -2.9% |
| 3M | +26.9% | -0.5% | +27.4% | +27.6% |
| 6M | +31.2% | +3.1% | +28.1% | +31.2% |
| YTD | -1.8% | +6.7% | -8.5% | -2.4% |
| 1Y | +9.3% | -1.1% | +10.5% | +11.3% |
| 3Y | +33.2% | -8.7% | +41.9% | +35.1% |
| All | +172.1% | -20.4% | +192.6% | +174.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling