-43.7%
KHC vs WEC
+258.1%
-301.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -1.8% |
| 7D | +1.1% | -0.2% | +1.3% | +1.2% |
| 30D | +12.0% | +12.3% | -0.3% | +6.1% |
| 3M | +0.2% | +8.3% | -8.1% | -3.6% |
| 6M | +10.3% | +3.5% | +6.9% | +8.4% |
| YTD | +6.7% | +12.7% | -6.0% | +0.6% |
| 1Y | +10.9% | +8.2% | +2.7% | +6.5% |
| 3Y | -12.6% | +55.9% | -68.5% | -29.7% |
| 5Y | -16.3% | +51.2% | -67.5% | -32.5% |
| 10Y | -53.2% | +177.6% | -230.8% | -72.2% |
| All | -43.7% | +258.1% | -301.8% | -71.8% |
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