+56.1%
UNP vs KVUE
-20.4%
+76.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.8% | -5.1% | +3.3% | -1.2% |
| 30D | -2.7% | -6.3% | +3.6% | -2.0% |
| 3M | +6.5% | -0.5% | +7.0% | +6.5% |
| 6M | +14.4% | +3.1% | +11.3% | +13.9% |
| YTD | +24.8% | +6.7% | +18.1% | +23.8% |
| 1Y | +34.4% | -1.1% | +35.6% | +34.5% |
| 3Y | +43.6% | -8.7% | +52.3% | +43.0% |
| All | +56.1% | -20.4% | +76.6% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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