+32.6%
UNP vs NVDL
+42.2%
-9.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | +0.2% |
| 7D | -5.3% | +11.7% | -17.0% | -5.2% |
| 30D | -1.5% | +7.8% | -9.4% | -1.4% |
| 3M | +10.3% | +3.3% | +6.9% | +10.5% |
| 6M | +9.7% | +38.9% | -29.2% | +9.1% |
| YTD | +27.1% | +28.5% | -1.4% | +26.3% |
| 1Y | +32.6% | +40.6% | -8.0% | +30.5% |
| All | +32.6% | +42.2% | -9.6% | +30.5% |
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