+9,321.7%
UNP vs SWKS
+8,307.4%
+1,014.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -0.2% |
| 7D | -5.3% | +12.5% | -17.9% | -6.5% |
| 30D | -1.5% | +10.5% | -12.0% | -2.6% |
| 3M | +10.3% | -7.4% | +17.6% | +10.6% |
| 6M | +9.7% | +32.7% | -23.0% | +5.7% |
| YTD | +27.1% | +19.2% | +7.9% | +23.7% |
| 1Y | +32.6% | +2.4% | +30.2% | +30.8% |
| 3Y | +40.0% | -25.6% | +65.6% | +40.6% |
| 5Y | +50.8% | -53.4% | +104.3% | +57.0% |
| 10Y | +278.6% | +23.2% | +255.5% | +256.6% |
| All | +9,321.7% | +8,307.4% | +1,014.3% | +6,444.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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