-1.4%
KHC vs WU
-11.2%
+9.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -4.8% | -4.9% | +0.1% | -4.2% |
| 30D | +0.3% | -1.3% | +1.6% | +0.5% |
| 3M | +6.7% | -3.6% | +10.3% | +7.5% |
| 6M | +4.2% | -24.3% | +28.5% | +5.7% |
| YTD | +6.7% | -21.1% | +27.8% | +8.2% |
| 1Y | -1.4% | -10.3% | +8.9% | -0.1% |
| All | -1.4% | -11.2% | +9.8% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling