+4,221.5%
UNP vs BRKR
+172.5%
+4,049.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.5% |
| 7D | -1.8% | -8.7% | +6.9% | -0.7% |
| 30D | -2.7% | -9.9% | +7.1% | -1.6% |
| 3M | +6.5% | -3.1% | +9.6% | +6.0% |
| 6M | +14.4% | +45.5% | -31.1% | +7.3% |
| YTD | +24.8% | +13.7% | +11.1% | +20.4% |
| 1Y | +34.4% | +67.4% | -33.0% | +22.9% |
| 3Y | +43.6% | -13.2% | +56.8% | +39.8% |
| 5Y | +53.2% | -39.5% | +92.7% | +54.3% |
| 10Y | +282.1% | +153.5% | +128.6% | +222.1% |
| All | +4,221.5% | +172.5% | +4,049.0% | +2,861.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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