+35.5%
UNP vs IBB
+38.4%
-2.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +2.1% |
| 7D | -3.3% | +2.7% | -6.0% | -3.4% |
| 30D | +6.7% | +6.3% | +0.4% | +6.3% |
| 3M | +1.8% | +11.1% | -9.3% | +0.9% |
| 6M | +13.3% | +29.2% | -15.9% | +11.1% |
| YTD | +30.3% | +30.2% | +0.1% | +26.4% |
| All | +35.5% | +38.4% | -2.9% | +28.2% |
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