+1,699.4%
WDC vs KVUE
-20.4%
+1,719.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -5.1% | +0.8% | -4.6% |
| 30D | -1.5% | -6.3% | +4.8% | -1.8% |
| 3M | -15.5% | -0.5% | -15.0% | -15.7% |
| 6M | +66.5% | +3.1% | +63.4% | +65.8% |
| YTD | +159.9% | +6.7% | +153.2% | +158.9% |
| 1Y | +366.0% | -1.1% | +367.1% | +365.6% |
| 3Y | +1,285.8% | -8.7% | +1,294.6% | +1,298.5% |
| All | +1,699.4% | -20.4% | +1,719.8% | +1,908.9% |
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