+197.5%
WMB vs KVUE
-17.7%
+215.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.1% | +2.5% |
| 7D | +0.8% | -1.9% | +2.7% | +1.0% |
| 30D | +7.7% | -3.3% | +11.0% | +8.1% |
| 3M | +6.7% | +6.0% | +0.8% | +5.9% |
| 6M | +3.6% | +2.3% | +1.3% | +3.2% |
| YTD | +28.0% | +10.3% | +17.6% | +26.2% |
| 1Y | +37.6% | +4.6% | +33.0% | +36.1% |
| 3Y | +149.0% | -2.2% | +151.2% | +145.1% |
| All | +197.5% | -17.7% | +215.2% | +195.1% |
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