+1,840.6%
WDC vs KVUE
-20.6%
+1,861.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +0.9% |
| 7D | +7.5% | -7.2% | +14.7% | +7.0% |
| 30D | +10.1% | -5.7% | +15.7% | +9.7% |
| 3M | -6.8% | +0.2% | -7.0% | -7.1% |
| 6M | +84.1% | 0.0% | +84.1% | +83.5% |
| YTD | +180.3% | +6.5% | +173.7% | +179.2% |
| 1Y | +411.1% | -1.4% | +412.5% | +410.7% |
| 3Y | +1,375.0% | -5.6% | +1,380.6% | +1,373.4% |
| All | +1,840.6% | -20.6% | +1,861.2% | +2,066.3% |
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