+28.5%
NFLX vs UNP
+50.3%
-21.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -5.0% | -0.7% | -4.3% | -4.8% |
| 30D | +3.5% | -1.1% | +4.7% | +3.9% |
| 3M | -7.1% | +7.9% | -15.0% | -9.5% |
| 6M | -22.5% | +14.6% | -37.1% | -26.0% |
| YTD | -18.1% | +26.6% | -44.7% | -24.5% |
| 1Y | -38.3% | +35.6% | -73.9% | -44.6% |
| 3Y | +73.4% | +45.5% | +27.9% | +46.6% |
| All | +28.5% | +50.3% | -21.9% | +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 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