+166.5%
WFC vs KVUE
-20.4%
+187.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +0.4% | -5.1% | +5.5% | +0.9% |
| 30D | +1.5% | -6.3% | +7.9% | +2.2% |
| 3M | +10.2% | -0.5% | +10.7% | +10.2% |
| 6M | +18.8% | +3.1% | +15.7% | +18.3% |
| YTD | -1.5% | +6.7% | -8.2% | -2.4% |
| 1Y | +13.5% | -1.1% | +14.7% | +13.4% |
| 3Y | +135.0% | -8.7% | +143.7% | +133.9% |
| All | +166.5% | -20.4% | +187.0% | +171.5% |
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 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