+83.3%
QQQ vs UNP
+53.1%
+30.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +3.6% | +4.2% | -0.6% | +2.7% |
| 30D | -6.7% | +5.6% | -12.3% | -7.9% |
| 3M | -7.0% | +2.0% | -9.1% | -7.5% |
| 6M | -4.7% | +15.4% | -20.1% | -8.6% |
| YTD | +11.1% | +32.7% | -21.7% | +1.3% |
| 1Y | +12.3% | +39.4% | -27.2% | +0.4% |
| 3Y | +83.3% | +54.3% | +29.0% | +59.4% |
| All | +83.3% | +53.1% | +30.3% | +59.4% |
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