+44.3%
UNP vs KWEB
-2.9%
+47.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +0.5% |
| 7D | -1.2% | -4.3% | +3.1% | -0.7% |
| 30D | -2.0% | -13.0% | +11.0% | -0.6% |
| 3M | +7.5% | -7.6% | +15.1% | +8.3% |
| 6M | +15.3% | -21.1% | +36.5% | +18.0% |
| YTD | +25.4% | -28.2% | +53.6% | +29.7% |
| 1Y | +35.6% | -34.9% | +70.5% | +41.7% |
| All | +44.3% | -2.9% | +47.2% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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