-10.1%
KHC vs WEC
+42.4%
-52.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | -1.9% | -1.3% | -0.6% | -1.4% |
| 3M | +14.4% | -3.9% | +18.3% | +16.4% |
| 6M | +8.7% | -8.3% | +17.0% | +13.1% |
| YTD | +7.8% | +3.1% | +4.7% | +5.6% |
| 1Y | -1.5% | +1.9% | -3.5% | -3.2% |
| All | -10.1% | +42.4% | -52.6% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling