+70.7%
NFLX vs UNP
+43.1%
+27.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | -8.1% | -1.7% | -6.4% | -7.9% |
| 30D | -0.3% | -2.1% | +1.8% | 0.0% |
| 3M | -6.6% | +5.4% | -12.1% | -7.5% |
| 6M | -22.7% | +13.4% | -36.1% | -24.4% |
| YTD | -18.9% | +25.0% | -43.9% | -21.9% |
| 1Y | -39.8% | +34.6% | -74.4% | -43.0% |
| All | +70.7% | +43.1% | +27.6% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling