+54.0%
UNP vs KWEB
-42.7%
+96.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.5% |
| 7D | -1.8% | -5.6% | +3.8% | -1.4% |
| 30D | -2.7% | -10.7% | +7.9% | -1.9% |
| 3M | +6.5% | -7.4% | +13.9% | +7.0% |
| 6M | +14.4% | -19.3% | +33.7% | +16.1% |
| YTD | +24.8% | -27.8% | +52.6% | +27.7% |
| 1Y | +34.4% | -35.9% | +70.4% | +38.8% |
| 3Y | +43.6% | -1.9% | +45.5% | +42.5% |
| All | +54.0% | -42.7% | +96.7% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling