+35.6%
UNP vs PWR
+69.6%
-34.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.5% |
| 7D | -0.7% | +4.5% | -5.3% | -0.9% |
| 30D | -1.1% | -4.9% | +3.7% | -0.9% |
| 3M | +7.9% | -7.9% | +15.7% | +8.5% |
| 6M | +14.6% | +18.3% | -3.7% | +13.3% |
| YTD | +26.6% | +51.5% | -24.9% | +24.9% |
| 1Y | +35.6% | +70.3% | -34.8% | +31.6% |
| All | +35.6% | +69.6% | -34.1% | +31.6% |
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