+7.3%
BSX vs UNP
+39.6%
-32.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +3.7% | +4.2% | -0.5% | +2.6% |
| 30D | +3.1% | +5.6% | -2.5% | +1.8% |
| 3M | -14.2% | +2.0% | -16.3% | -14.7% |
| 6M | -16.4% | +15.4% | -31.8% | -19.7% |
| YTD | -53.5% | +32.7% | -86.2% | -57.2% |
| 1Y | -57.8% | +39.4% | -97.2% | -61.8% |
| 3Y | -17.4% | +54.3% | -71.7% | -29.0% |
| All | +7.3% | +39.6% | -32.3% | -8.3% |
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