+232.1%
WELL vs KVUE
-17.7%
+249.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +0.8% |
| 7D | -1.3% | -1.9% | +0.6% | -1.0% |
| 30D | +0.5% | -3.3% | +3.8% | +1.0% |
| 3M | +19.1% | +6.0% | +13.1% | +18.0% |
| 6M | +17.0% | +2.3% | +14.6% | +16.4% |
| YTD | +29.2% | +10.3% | +18.9% | +27.2% |
| 1Y | +42.1% | +4.6% | +37.6% | +40.8% |
| 3Y | +204.5% | -2.2% | +206.7% | +202.7% |
| All | +232.1% | -17.7% | +249.8% | +226.6% |
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