+32.6%
UNP vs BB
+105.3%
-72.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.3% | -5.6% | +0.3% | -5.2% |
| 30D | -1.5% | -11.8% | +10.3% | -1.2% |
| 3M | +10.3% | -25.5% | +35.8% | +10.2% |
| 6M | +9.7% | +121.3% | -111.6% | +2.8% |
| YTD | +27.1% | +103.2% | -76.1% | +19.6% |
| 1Y | +32.6% | +102.6% | -70.1% | +22.6% |
| All | +32.6% | +105.3% | -72.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling