+35.6%
UNP vs IBB
+45.6%
-10.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.2% |
| 7D | -0.7% | -1.7% | +0.9% | -0.6% |
| 30D | -1.1% | +4.9% | -6.0% | -1.7% |
| 3M | +7.9% | +24.2% | -16.4% | +5.7% |
| 6M | +14.6% | +23.8% | -9.2% | +12.0% |
| YTD | +26.6% | +23.0% | +3.6% | +23.3% |
| 1Y | +35.6% | +46.2% | -10.6% | +28.9% |
| All | +35.6% | +45.6% | -10.1% | +28.9% |
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