-13.5%
KHC vs UEC
+278.7%
-292.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | +0.2% |
| 7D | -2.2% | +2.6% | -4.8% | -2.2% |
| 30D | -0.1% | +5.6% | -5.7% | -0.1% |
| 3M | +8.3% | -5.7% | +14.1% | +8.4% |
| 6M | +5.0% | -8.0% | +13.0% | +5.0% |
| YTD | +8.0% | +1.8% | +6.2% | +7.9% |
| 1Y | -1.1% | +0.6% | -1.7% | -1.3% |
| 3Y | -10.7% | +155.2% | -165.9% | -12.5% |
| 5Y | -13.5% | +305.8% | -319.3% | -14.9% |
| All | -13.5% | +278.7% | -292.2% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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