-51.2%
KHC vs UTHR
+366.4%
-417.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -3.3% | +4.9% | -8.2% | -3.8% |
| 30D | +9.1% | +9.2% | 0.0% | +8.1% |
| 3M | +1.4% | +15.9% | -14.6% | -0.3% |
| 6M | +8.4% | +2.0% | +6.4% | +7.9% |
| YTD | +6.2% | +21.8% | -15.6% | +3.3% |
| 1Y | +5.7% | +28.6% | -22.9% | +2.2% |
| 3Y | -12.0% | +166.2% | -178.3% | -25.2% |
| 5Y | -15.3% | +191.8% | -207.1% | -30.1% |
| All | -51.2% | +366.4% | -417.5% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling