+678.3%
DELL vs KHC
-12.1%
+690.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | 0.0% |
| 7D | +8.7% | -4.8% | +13.5% | +7.8% |
| 30D | +16.9% | +0.3% | +16.6% | +17.1% |
| 3M | +40.4% | +6.7% | +33.7% | +41.7% |
| 6M | +267.1% | +4.2% | +262.9% | +269.7% |
| YTD | +329.1% | +6.7% | +322.4% | +333.9% |
| 1Y | +346.9% | -1.4% | +348.3% | +347.8% |
| All | +678.3% | -12.1% | +690.4% | +649.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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