+66.1%
INTC vs UNP
+38.9%
+27.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.8% |
| 7D | +6.0% | +4.2% | +1.8% | +8.0% |
| 30D | -39.2% | +5.6% | -44.8% | -37.3% |
| 3M | -42.9% | +2.0% | -45.0% | -41.4% |
| 6M | -50.4% | +15.4% | -65.8% | -47.0% |
| YTD | +61.7% | +32.7% | +29.0% | +73.1% |
| 1Y | +66.1% | +39.4% | +26.7% | +78.9% |
| All | +66.1% | +38.9% | +27.3% | +78.9% |
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