+28.0%
NBIS vs UNP
+44.1%
-16.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.4% | -5.6% |
| 7D | -22.4% | +3.6% | -26.0% | -20.4% |
| 30D | -39.1% | +11.4% | -50.5% | -34.8% |
| 3M | -37.3% | +4.6% | -41.9% | -34.8% |
| 6M | -19.8% | +18.3% | -38.1% | -12.5% |
| YTD | +69.1% | +35.4% | +33.7% | +83.1% |
| 1Y | +28.0% | +42.6% | -14.6% | +47.5% |
| All | +28.0% | +44.1% | -16.1% | +47.5% |
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