+62.4%
EWY vs UNP
+44.1%
+18.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.7% |
| 7D | -8.3% | +3.6% | -11.9% | -7.9% |
| 30D | -20.5% | +11.4% | -31.9% | -19.7% |
| 3M | -11.1% | +4.6% | -15.7% | -10.3% |
| 6M | -7.0% | +18.3% | -25.3% | -6.4% |
| YTD | +56.5% | +35.4% | +21.1% | +54.9% |
| 1Y | +62.4% | +42.6% | +19.8% | +57.9% |
| All | +62.4% | +44.1% | +18.3% | +57.9% |
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