+42.6%
UNP vs NVDL
-23.5%
+66.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.1% | +7.8% | +1.5% |
| 7D | +3.6% | -14.0% | +17.6% | +3.3% |
| 30D | +11.4% | -31.2% | +42.5% | +10.6% |
| 3M | +4.6% | -15.5% | +20.1% | +4.3% |
| 6M | +18.3% | -10.3% | +28.6% | +17.7% |
| YTD | +35.4% | -5.8% | +41.2% | +33.5% |
| 1Y | +42.6% | -20.1% | +62.7% | +41.5% |
| All | +42.6% | -23.5% | +66.1% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 1y: compounded portfolio wealth divided by compounded NVDL 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…
1y analysis · Full analysis span regression · 6 months rolling