+461.4%
BE vs UNP
+39.3%
+422.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -5.0% |
| 7D | -13.4% | -0.9% | -12.4% | -12.8% |
| 30D | -33.9% | +8.0% | -41.9% | -36.4% |
| 3M | -12.0% | +3.3% | -15.3% | -13.6% |
| 6M | -29.0% | +14.7% | -43.7% | -35.2% |
| YTD | +113.4% | +31.9% | +81.5% | +76.9% |
| 1Y | +33.2% | +37.1% | -3.9% | +7.3% |
| 3Y | +1,659.2% | +51.9% | +1,607.3% | +1,135.0% |
| 5Y | +461.4% | +39.3% | +422.1% | +288.8% |
| All | +461.4% | +39.3% | +422.1% | +288.8% |
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