-13.6%
KHC vs HUBS
-66.4%
+52.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -1.0% | -9.0% | +8.0% | -0.8% |
| 30D | +1.9% | +7.2% | -5.4% | +1.8% |
| 3M | +3.2% | +20.9% | -17.7% | +3.1% |
| 6M | +10.0% | -13.0% | +23.0% | +9.9% |
| YTD | +6.7% | -43.8% | +50.5% | +6.8% |
| 1Y | -0.9% | -54.6% | +53.8% | -0.8% |
| 3Y | -13.6% | -58.5% | +44.9% | -13.7% |
| All | -13.6% | -66.4% | +52.8% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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