+449.3%
NVDA vs UNP
+41.3%
+408.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.7% |
| 7D | -8.5% | +2.1% | -10.6% | -9.5% |
| 30D | -27.3% | +7.7% | -35.0% | -29.9% |
| 3M | -25.8% | +4.0% | -29.8% | -27.5% |
| 6M | -24.6% | +15.7% | -40.2% | -30.7% |
| YTD | -10.7% | +33.5% | -44.2% | -24.9% |
| 1Y | -14.0% | +38.9% | -53.0% | -29.6% |
| 3Y | +244.9% | +53.7% | +191.2% | +149.7% |
| 5Y | +449.3% | +40.4% | +408.8% | +318.1% |
| All | +449.3% | +41.3% | +408.0% | +318.1% |
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 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