+15,172.7%
INTC vs UNP
+9,690.0%
+5,482.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +7.1% | -5.3% | +12.4% | +9.7% |
| 30D | -5.2% | -1.5% | -3.7% | -4.6% |
| 3M | -14.3% | +10.3% | -24.6% | -18.7% |
| 6M | +110.2% | +9.7% | +100.5% | +98.8% |
| YTD | +159.6% | +27.1% | +132.5% | +128.6% |
| 1Y | +289.3% | +32.6% | +256.7% | +235.7% |
| 3Y | +166.1% | +40.0% | +126.1% | +124.4% |
| 5Y | +94.4% | +50.8% | +43.5% | +56.6% |
| 10Y | +227.7% | +278.6% | -50.9% | +74.2% |
| All | +15,172.7% | +9,690.0% | +5,482.7% | +1,927.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling