+54.0%
UNP vs GWW
+222.0%
-168.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | -1.8% | -3.4% | +1.6% | -0.5% |
| 30D | -2.7% | -1.9% | -0.8% | -2.0% |
| 3M | +6.5% | -2.4% | +8.9% | +7.2% |
| 6M | +14.4% | +15.7% | -1.3% | +7.1% |
| YTD | +24.8% | +27.6% | -2.8% | +12.0% |
| 1Y | +34.4% | +27.2% | +7.2% | +20.5% |
| 3Y | +43.6% | +89.7% | -46.1% | +8.5% |
| All | +54.0% | +222.0% | -168.0% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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