+4.6%
UNH vs KHC
-14.0%
+18.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -3.2% | -2.5% | -0.6% | -2.7% |
| 30D | -3.5% | +0.5% | -4.0% | -3.6% |
| 3M | -4.2% | +3.0% | -7.2% | -5.0% |
| 6M | +38.3% | +6.6% | +31.7% | +36.0% |
| YTD | +19.2% | +5.8% | +13.4% | +17.1% |
| 1Y | +15.0% | -2.2% | +17.2% | +15.0% |
| 3Y | -14.5% | -12.5% | -2.0% | -13.5% |
| 5Y | +4.6% | -13.6% | +18.2% | +8.2% |
| All | +4.6% | -14.0% | +18.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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