-13.5%
KHC vs HUBB
+154.5%
-168.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.2% |
| 7D | -2.2% | +4.8% | -7.0% | -2.3% |
| 30D | -0.1% | -9.3% | +9.2% | +0.2% |
| 3M | +8.3% | -3.9% | +12.2% | +8.2% |
| 6M | +5.0% | -0.8% | +5.8% | +4.4% |
| YTD | +8.0% | +5.6% | +2.4% | +6.7% |
| 1Y | -1.1% | +7.7% | -8.8% | -2.6% |
| 3Y | -10.7% | +47.5% | -58.2% | -16.1% |
| 5Y | -13.5% | +153.7% | -167.2% | -26.4% |
| All | -13.5% | +154.5% | -168.0% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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