+4,483.1%
UNP vs ENTG
+1,234.5%
+3,248.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.9% |
| 7D | -5.3% | +2.8% | -8.2% | -5.9% |
| 30D | -1.5% | -4.7% | +3.1% | -1.1% |
| 3M | +10.3% | -0.7% | +11.0% | +7.9% |
| 6M | +9.7% | +7.7% | +1.9% | +4.8% |
| YTD | +27.1% | +65.1% | -38.0% | +11.6% |
| 1Y | +32.6% | +74.8% | -42.2% | +14.1% |
| 3Y | +40.0% | +36.9% | +3.1% | +21.3% |
| 5Y | +50.8% | +16.1% | +34.7% | +28.8% |
| 10Y | +278.6% | +740.3% | -461.7% | +118.1% |
| All | +4,483.1% | +1,234.5% | +3,248.6% | +1,716.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling