+3,296.5%
UNP vs PWR
+8,583.6%
-5,287.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -5.3% | +3.6% | -9.0% | -6.0% |
| 30D | -1.5% | -8.6% | +7.0% | 0.0% |
| 3M | +10.3% | -13.2% | +23.4% | +12.3% |
| 6M | +9.7% | +9.9% | -0.2% | +6.4% |
| YTD | +27.1% | +48.0% | -20.9% | +16.3% |
| 1Y | +32.6% | +66.2% | -33.6% | +18.2% |
| 3Y | +40.0% | +195.1% | -155.1% | +9.1% |
| 5Y | +50.8% | +442.6% | -391.7% | +3.4% |
| 10Y | +278.6% | +2,334.2% | -2,055.6% | +96.2% |
| All | +3,296.5% | +8,583.6% | -5,287.1% | +1,281.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling