+11.0%
IVV vs UNP
+36.6%
-25.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +0.6% |
| 7D | -2.7% | -4.6% | +1.9% | -2.3% |
| 30D | -5.4% | +5.6% | -11.0% | -5.5% |
| 3M | -4.1% | -1.3% | -2.7% | -3.7% |
| 6M | +0.7% | +9.2% | -8.5% | -0.2% |
| YTD | +8.7% | +27.3% | -18.6% | +4.7% |
| 1Y | +11.0% | +35.9% | -24.9% | +2.9% |
| All | +11.0% | +36.6% | -25.6% | +2.9% |
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