+54.0%
UNP vs BBY
-1.6%
+55.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.2% | +0.7% | -1.9% | -1.3% |
| 30D | -2.0% | +5.8% | -7.7% | -3.2% |
| 3M | +7.5% | +18.0% | -10.5% | +3.7% |
| 6M | +15.3% | +39.8% | -24.5% | +6.6% |
| YTD | +25.4% | +35.4% | -10.0% | +16.6% |
| 1Y | +35.6% | +21.4% | +14.2% | +28.7% |
| 3Y | +44.1% | +39.5% | +4.6% | +28.7% |
| 5Y | +54.0% | -0.5% | +54.5% | +34.4% |
| All | +54.0% | -1.6% | +55.6% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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