-15.8%
KHC vs WU
-42.0%
+26.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -2.0% | +9.1% | -11.1% | -3.9% |
| 30D | +9.7% | +12.1% | -2.4% | +7.0% |
| 3M | -2.0% | +0.3% | -2.3% | -2.3% |
| 6M | +5.4% | -19.1% | +24.6% | +9.2% |
| YTD | +5.9% | -19.2% | +25.1% | +9.3% |
| 1Y | +7.5% | -15.3% | +22.7% | +9.7% |
| 3Y | -12.4% | -21.3% | +8.9% | -10.3% |
| 5Y | -15.8% | -41.7% | +25.8% | -8.6% |
| All | -15.8% | -42.0% | +26.1% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling