+54.0%
UNP vs EBAY
+55.0%
-1.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | -2.0% | -0.6% | -1.3% | -1.9% |
| 3M | +7.5% | -1.0% | +8.5% | +7.3% |
| 6M | +15.3% | +16.3% | -0.9% | +11.0% |
| YTD | +25.4% | +21.7% | +3.7% | +19.1% |
| 1Y | +35.6% | +16.5% | +19.1% | +29.0% |
| 3Y | +44.1% | +154.2% | -110.0% | +8.8% |
| 5Y | +54.0% | +58.1% | -4.1% | +20.3% |
| All | +54.0% | +55.0% | -1.1% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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