+127.4%
WBD vs KVUE
-20.4%
+147.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -0.7% | -5.1% | +4.4% | +0.2% |
| 30D | +1.4% | -6.3% | +7.7% | +2.6% |
| 3M | +4.4% | -0.5% | +4.9% | +4.3% |
| 6M | +0.8% | +3.1% | -2.3% | -0.1% |
| YTD | -2.7% | +6.7% | -9.4% | -4.4% |
| 1Y | +73.4% | -1.1% | +74.5% | +74.1% |
| 3Y | +142.1% | -8.7% | +150.9% | +148.0% |
| All | +127.4% | -20.4% | +147.9% | +144.5% |
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 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