+55.3%
BE vs UNP
+44.1%
+11.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.7% | -8.0% | -5.8% |
| 7D | -12.1% | +3.6% | -15.7% | -11.1% |
| 30D | -30.1% | +11.4% | -41.4% | -27.6% |
| 3M | -12.1% | +4.6% | -16.7% | -10.4% |
| 6M | -30.6% | +18.3% | -48.9% | -27.5% |
| YTD | +130.6% | +35.4% | +95.2% | +148.2% |
| 1Y | +55.3% | +42.6% | +12.7% | +62.1% |
| All | +55.3% | +44.1% | +11.2% | +62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling