-14.8%
KHC vs WELL
+227.0%
-241.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | +1.1% | +4.4% | -3.3% | +0.2% |
| 30D | +12.0% | +10.8% | +1.2% | +9.6% |
| 3M | +0.2% | +4.2% | -4.0% | -0.8% |
| 6M | +10.3% | +14.0% | -3.7% | +7.2% |
| YTD | +6.7% | +33.4% | -26.7% | +0.3% |
| 1Y | +10.9% | +32.4% | -21.6% | +4.2% |
| 3Y | -12.6% | +194.7% | -207.4% | -30.0% |
| All | -14.8% | +227.0% | -241.8% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 5y: compounded portfolio wealth divided by compounded WELL 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…
5y analysis · Full analysis span regression · 6 months rolling