+32.6%
UNP vs IBB
+51.5%
-18.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.2% |
| 7D | -5.3% | +1.4% | -6.8% | -5.5% |
| 30D | -1.5% | +10.5% | -12.0% | -2.5% |
| 3M | +10.3% | +23.6% | -13.4% | +8.2% |
| 6M | +9.7% | +22.6% | -13.0% | +7.4% |
| YTD | +27.1% | +25.7% | +1.4% | +23.7% |
| 1Y | +32.6% | +51.4% | -18.8% | +26.7% |
| All | +32.6% | +51.5% | -18.9% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling