+57.4%
INTC vs UNP
+44.1%
+13.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.4% | -2.9% |
| 7D | -39.0% | +3.6% | -42.6% | -37.7% |
| 30D | -49.8% | +11.4% | -61.2% | -47.0% |
| 3M | -42.2% | +4.6% | -46.8% | -40.0% |
| 6M | -39.2% | +18.3% | -57.4% | -34.5% |
| YTD | +57.9% | +35.4% | +22.5% | +69.6% |
| 1Y | +57.4% | +42.6% | +14.8% | +61.7% |
| All | +57.4% | +44.1% | +13.3% | +61.7% |
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