+132.8%
WFC vs KVUE
-8.9%
+141.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | +0.3% | -6.1% | +6.4% | +1.0% |
| 30D | +2.3% | -5.6% | +7.9% | +2.9% |
| 3M | +9.8% | -0.3% | +10.1% | +9.7% |
| 6M | +15.6% | +1.4% | +14.2% | +15.2% |
| YTD | -2.4% | +6.7% | -9.2% | -3.3% |
| 1Y | +13.8% | +1.0% | +12.9% | +13.5% |
| All | +132.8% | -8.9% | +141.7% | +124.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling