+389.6%
BE vs UNP
+33.7%
+355.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -3.3% |
| 7D | +23.9% | -1.7% | +25.7% | +23.1% |
| 30D | +27.8% | -2.1% | +30.0% | +27.0% |
| 3M | +3.7% | +5.4% | -1.7% | +6.1% |
| 6M | +78.0% | +13.4% | +64.6% | +83.2% |
| YTD | +209.9% | +25.0% | +185.0% | +247.1% |
| 1Y | +389.6% | +34.6% | +355.0% | +548.2% |
| All | +389.6% | +33.7% | +355.9% | +548.2% |
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 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