-44.0%
KHC vs WU
-32.0%
-12.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | -3.3% | -5.3% | +2.0% | -1.8% |
| 30D | +9.1% | +9.0% | +0.1% | +6.3% |
| 3M | +1.4% | -3.6% | +4.9% | +2.2% |
| 6M | +8.4% | -19.4% | +27.7% | +14.1% |
| YTD | +6.2% | -21.7% | +27.9% | +12.2% |
| 1Y | +5.7% | -16.1% | +21.8% | +9.1% |
| 3Y | -12.0% | -24.1% | +12.1% | -8.1% |
| 5Y | -15.3% | -44.1% | +28.8% | -4.3% |
| 10Y | -51.8% | -39.6% | -12.2% | -49.4% |
| All | -44.0% | -32.0% | -12.0% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling