+30.6%
UPS vs KHC
+11.6%
+19.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.8% | +1.0% | +4.2% |
| 7D | +8.2% | +6.6% | +1.6% | +7.4% |
| 30D | +22.7% | +16.5% | +6.2% | +20.4% |
| 3M | +6.4% | -3.0% | +9.4% | +6.3% |
| 6M | +22.6% | +17.4% | +5.2% | +19.8% |
| YTD | +20.7% | +10.3% | +10.4% | +20.3% |
| 1Y | +30.6% | +12.5% | +18.2% | +30.0% |
| All | +30.6% | +11.6% | +19.0% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling