+35.1%
UNP vs EAT
+38.6%
-3.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.2% |
| 7D | -1.7% | -6.8% | +5.1% | -1.5% |
| 30D | -2.1% | -5.4% | +3.3% | -2.0% |
| 3M | +5.4% | +42.8% | -37.3% | +4.2% |
| 6M | +13.4% | +56.5% | -43.1% | +11.7% |
| YTD | +25.0% | +50.0% | -25.1% | +23.1% |
| All | +35.1% | +38.6% | -3.5% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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