+41.2%
GOOGL vs UNP
+35.2%
+6.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.8% |
| 7D | 0.0% | -1.8% | +1.8% | +0.1% |
| 30D | -1.4% | -2.7% | +1.3% | -1.2% |
| 3M | -5.3% | +6.5% | -11.8% | -6.3% |
| 6M | +9.8% | +14.4% | -4.6% | +7.7% |
| YTD | +8.4% | +24.8% | -16.5% | +5.8% |
| 1Y | +41.2% | +34.4% | +6.8% | +36.8% |
| All | +41.2% | +35.2% | +6.0% | +36.8% |
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 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