+9,163.0%
UNP vs EQT
+2,977.0%
+6,186.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.1% |
| 7D | -1.7% | -2.0% | +0.3% | -1.3% |
| 30D | -2.1% | +1.0% | -3.1% | -2.4% |
| 3M | +5.4% | +4.0% | +1.4% | +4.3% |
| 6M | +13.4% | -11.7% | +25.1% | +15.7% |
| YTD | +25.0% | +2.8% | +22.1% | +23.3% |
| 1Y | +34.6% | +10.0% | +24.6% | +30.5% |
| 3Y | +43.6% | +34.1% | +9.5% | +29.9% |
| 5Y | +51.7% | +195.3% | -143.5% | +9.3% |
| 10Y | +282.5% | +51.6% | +231.0% | +181.3% |
| All | +9,163.0% | +2,977.0% | +6,186.0% | +3,404.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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