+9,283.6%
UNP vs BBY
+74,802.5%
-65,518.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -0.7% | +8.1% | -8.9% | -1.8% |
| 30D | -1.1% | +8.9% | -10.1% | -2.4% |
| 3M | +7.9% | +22.0% | -14.2% | +4.7% |
| 6M | +14.6% | +37.8% | -23.2% | +8.8% |
| YTD | +26.6% | +37.3% | -10.7% | +20.1% |
| 1Y | +35.6% | +21.6% | +14.0% | +30.5% |
| 3Y | +45.5% | +41.5% | +4.0% | +35.4% |
| 5Y | +50.0% | +1.2% | +48.8% | +44.0% |
| 10Y | +271.8% | +237.8% | +34.1% | +200.6% |
| All | +9,283.6% | +74,802.5% | -65,518.9% | +5,104.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling