+37.1%
UNP vs PWR
+28.2%
+8.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.2% |
| 7D | -0.9% | -11.2% | +10.3% | -0.9% |
| 30D | +8.0% | -17.4% | +25.4% | +8.4% |
| 3M | +3.3% | -11.7% | +15.1% | +3.5% |
| 6M | +14.7% | -21.7% | +36.4% | +15.9% |
| YTD | +31.9% | +38.3% | -6.3% | +30.8% |
| 1Y | +37.1% | +29.6% | +7.5% | +35.7% |
| All | +37.1% | +28.2% | +8.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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