+1,040.6%
NBIS vs UNP
+22.6%
+1,018.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.5% | -5.1% |
| 7D | +8.3% | -1.2% | +9.5% | +8.3% |
| 30D | +18.1% | -2.0% | +20.0% | +18.0% |
| 3M | +7.8% | +7.5% | +0.2% | +6.5% |
| 6M | +136.6% | +15.3% | +121.2% | +127.7% |
| YTD | +172.5% | +25.4% | +147.1% | +154.5% |
| 1Y | +144.3% | +35.6% | +108.7% | +120.7% |
| All | +1,040.6% | +22.6% | +1,018.0% | +892.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling