+1,101.8%
NBIS vs UNP
+22.1%
+1,079.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.4% |
| 7D | +17.8% | -1.7% | +19.5% | +17.8% |
| 30D | +30.5% | -2.1% | +32.7% | +30.5% |
| 3M | +9.2% | +5.4% | +3.7% | +8.3% |
| 6M | +153.2% | +13.4% | +139.8% | +144.6% |
| YTD | +187.1% | +25.0% | +162.2% | +168.2% |
| 1Y | +151.1% | +34.6% | +116.5% | +127.2% |
| All | +1,101.8% | +22.1% | +1,079.6% | +945.5% |
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 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