-43.1%
KHC vs WEC
+227.4%
-270.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.9% |
| YTD | +7.8% | +3.1% | +4.7% | +5.9% |
| 1Y | -1.5% | +1.9% | -3.5% | -2.9% |
| 3Y | -9.9% | +41.9% | -51.8% | -24.3% |
| 5Y | -10.7% | +30.8% | -41.5% | -23.0% |
| 10Y | -55.7% | +141.9% | -197.6% | -72.0% |
| All | -43.1% | +227.4% | -270.6% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling