+9,321.7%
UNP vs GWW
+14,492.5%
-5,170.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -5.3% | +1.4% | -6.7% | -5.9% |
| 30D | -1.5% | +3.3% | -4.8% | -2.8% |
| 3M | +10.3% | +2.9% | +7.3% | +8.7% |
| 6M | +9.7% | +15.8% | -6.1% | +3.1% |
| YTD | +27.1% | +32.0% | -4.9% | +13.2% |
| 1Y | +32.6% | +29.9% | +2.7% | +18.6% |
| 3Y | +40.0% | +91.1% | -51.1% | +6.4% |
| 5Y | +50.8% | +223.9% | -173.1% | -8.3% |
| 10Y | +278.6% | +567.0% | -288.4% | +67.2% |
| All | +9,321.7% | +14,492.5% | -5,170.8% | +1,468.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling