-10.7%
KHC vs WU
-27.2%
+16.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.7% |
| 7D | -2.2% | -0.8% | -1.4% | -2.0% |
| 30D | -0.1% | -1.1% | +1.0% | +0.2% |
| 3M | +8.3% | -1.8% | +10.2% | +8.2% |
| 6M | +5.0% | -23.9% | +28.9% | +10.1% |
| YTD | +8.0% | -20.4% | +28.4% | +12.0% |
| 1Y | -1.1% | -10.6% | +9.5% | -0.7% |
| 3Y | -10.7% | -27.7% | +17.0% | -8.1% |
| All | -10.7% | -27.2% | +16.5% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling