+319.1%
DELL vs UNP
+32.8%
+286.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +14.9% | -5.3% | +20.2% | +15.1% |
| 30D | +13.3% | -1.5% | +14.8% | +13.5% |
| 3M | +24.4% | +10.3% | +14.1% | +24.5% |
| 6M | +258.0% | +9.7% | +248.3% | +257.0% |
| YTD | +320.2% | +27.1% | +293.1% | +298.6% |
| 1Y | +319.1% | +32.6% | +286.5% | +291.1% |
| All | +319.1% | +32.8% | +286.2% | +291.1% |
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