-5.5%
ABNB vs UNP
+40.3%
-45.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +2.7% | -2.1% | +4.8% | +3.6% |
| 30D | +10.8% | +7.3% | +3.5% | +6.8% |
| 3M | -2.1% | +3.6% | -5.7% | -4.1% |
| 6M | +32.2% | +15.8% | +16.3% | +20.7% |
| YTD | +33.5% | +32.6% | +0.9% | +11.6% |
| 1Y | +47.8% | +37.2% | +10.6% | +20.9% |
| 3Y | +53.3% | +52.6% | +0.7% | +15.0% |
| 5Y | -5.5% | +40.6% | -46.0% | -31.2% |
| All | -5.5% | +40.3% | -45.8% | -31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling