-42.5%
KHC vs UUUU
+56.2%
-98.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.6% |
| 7D | +2.0% | -1.1% | +3.1% | +2.0% |
| 30D | +10.6% | -21.0% | +31.6% | +11.4% |
| 3M | +0.5% | -54.8% | +55.3% | +3.3% |
| 6M | +12.1% | -67.3% | +79.4% | +16.3% |
| YTD | +8.9% | -54.7% | +63.6% | +10.5% |
| 1Y | +7.5% | -57.4% | +64.9% | +9.1% |
| 3Y | -10.7% | -19.6% | +8.9% | -14.2% |
| 5Y | -13.2% | -40.0% | +26.9% | -17.2% |
| 10Y | -50.6% | +364.1% | -414.7% | -63.6% |
| All | -42.5% | +56.2% | -98.7% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling