+35.6%
UNP vs PWR
+348.8%
-313.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -3.4% |
| 7D | -4.6% | -12.9% | +8.3% | -3.1% |
| 30D | +5.6% | -22.8% | +28.5% | +8.8% |
| 3M | -1.3% | -19.0% | +17.7% | +0.8% |
| 6M | +9.2% | -31.1% | +40.3% | +14.0% |
| YTD | +27.3% | +28.3% | -0.9% | +19.1% |
| 1Y | +35.9% | +22.2% | +13.7% | +27.9% |
| 3Y | +45.5% | +222.2% | -176.7% | +5.4% |
| All | +35.6% | +348.8% | -313.2% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling