+54.3%
UNP vs IBB
+86.1%
-31.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.4% |
| 7D | +4.2% | -0.5% | +4.8% | +4.4% |
| 30D | +5.6% | +4.6% | +1.0% | +4.0% |
| 3M | +2.0% | +6.8% | -4.8% | -0.6% |
| 6M | +15.4% | +23.1% | -7.7% | +6.6% |
| YTD | +32.7% | +26.0% | +6.7% | +20.8% |
| 1Y | +39.4% | +30.4% | +9.1% | +24.9% |
| 3Y | +54.3% | +85.4% | -31.1% | +9.8% |
| All | +54.3% | +86.1% | -31.8% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling