+57.0%
UNP vs GEHC
+30.8%
+26.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | +2.1% | -2.3% | +4.4% | +2.6% |
| 30D | +7.7% | +19.0% | -11.3% | +4.0% |
| 3M | +4.0% | +13.3% | -9.2% | +1.4% |
| 6M | +15.7% | +31.5% | -15.9% | +8.9% |
| YTD | +33.5% | 0.0% | +33.5% | +32.8% |
| 1Y | +38.9% | +9.4% | +29.6% | +35.4% |
| 3Y | +53.7% | +18.3% | +35.3% | +45.4% |
| All | +57.0% | +30.8% | +26.3% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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