+24.2%
ABBV vs UNP
+35.7%
-11.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.6% |
| 7D | -2.0% | -1.2% | -0.8% | -1.8% |
| 30D | +2.0% | -2.0% | +3.9% | +2.3% |
| 3M | +14.2% | +7.5% | +6.6% | +12.7% |
| 6M | +14.1% | +15.3% | -1.3% | +11.5% |
| YTD | +14.2% | +25.4% | -11.2% | +11.9% |
| 1Y | +24.2% | +35.6% | -11.4% | +24.0% |
| All | +24.2% | +35.7% | -11.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UNP 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling