+278.1%
UNP vs ENTG
+814.5%
-536.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.6% |
| 7D | -1.7% | +8.9% | -10.6% | -3.4% |
| 30D | -2.1% | -0.8% | -1.3% | -2.3% |
| 3M | +5.4% | +6.6% | -1.1% | +1.5% |
| 6M | +13.4% | +22.1% | -8.7% | +4.6% |
| YTD | +25.0% | +70.2% | -45.2% | +6.1% |
| 1Y | +34.6% | +76.7% | -42.1% | +11.9% |
| 3Y | +43.6% | +50.5% | -6.8% | +17.0% |
| 5Y | +51.7% | +21.8% | +29.9% | +22.1% |
| All | +278.1% | +814.5% | -536.4% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 10y: compounded portfolio wealth divided by compounded ENTG 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…
10y analysis · Full analysis span regression · 6 months rolling