+52.2%
UNP vs IBB
+22.5%
+29.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | -5.3% | +1.4% | -6.8% | -5.8% |
| 30D | -1.5% | +10.5% | -12.0% | -5.0% |
| 3M | +10.3% | +23.6% | -13.4% | +2.2% |
| 6M | +9.7% | +22.6% | -13.0% | +1.7% |
| YTD | +27.1% | +25.7% | +1.4% | +16.5% |
| 1Y | +32.6% | +51.4% | -18.8% | +13.0% |
| 3Y | +40.0% | +64.4% | -24.4% | +14.5% |
| All | +52.2% | +22.5% | +29.7% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling