+278.9%
UNP vs BB
+21.8%
+257.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | +4.2% | +1.8% | +2.4% | +4.1% |
| 30D | +5.6% | +8.1% | -2.6% | +4.6% |
| 3M | +2.0% | -1.0% | +3.0% | +1.6% |
| 6M | +15.4% | +45.9% | -30.5% | +9.9% |
| YTD | +32.7% | +134.8% | -102.1% | +20.6% |
| 1Y | +39.4% | +104.6% | -65.2% | +28.1% |
| 3Y | +54.3% | +152.8% | -98.5% | +35.1% |
| 5Y | +39.6% | -17.4% | +57.1% | +31.8% |
| All | +278.9% | +21.8% | +257.1% | +187.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling