+41.9%
WELL vs KVUE
+1.1%
+40.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -0.2% | -5.1% | +4.9% | +0.4% |
| 30D | +2.3% | -6.3% | +8.6% | +3.1% |
| 3M | +12.3% | -0.5% | +12.8% | +12.5% |
| 6M | +15.6% | +3.1% | +12.5% | +15.4% |
| YTD | +28.3% | +6.7% | +21.6% | +27.9% |
| 1Y | +41.9% | -1.1% | +43.1% | +38.8% |
| All | +41.9% | +1.1% | +40.8% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling