+1,784.6%
BE vs UNP
+46.5%
+1,738.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.4% | +10.0% | +9.7% |
| 7D | +29.8% | -0.7% | +30.5% | +30.0% |
| 30D | +26.4% | -1.1% | +27.5% | +26.6% |
| 3M | +9.3% | +7.9% | +1.5% | +6.6% |
| 6M | +105.1% | +14.6% | +90.4% | +94.6% |
| YTD | +219.0% | +26.6% | +192.5% | +192.0% |
| 1Y | +418.8% | +35.6% | +383.2% | +357.1% |
| 3Y | +1,784.6% | +45.5% | +1,739.1% | +1,126.0% |
| All | +1,784.6% | +46.5% | +1,738.0% | +1,126.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling