+39.4%
UNP vs ENTG
+78.6%
-39.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.5% |
| 7D | +4.2% | +15.2% | -10.9% | +3.8% |
| 30D | +5.6% | -3.6% | +9.2% | +5.6% |
| 3M | +2.0% | -10.0% | +12.0% | +2.1% |
| 6M | +15.4% | +1.8% | +13.6% | +14.3% |
| YTD | +32.7% | +75.5% | -42.8% | +23.4% |
| 1Y | +39.4% | +82.4% | -43.0% | +29.3% |
| All | +39.4% | +78.6% | -39.2% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling