+46.1%
UNP vs TECH
-0.4%
+46.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.3% | +0.1% | -5.5% | -5.4% |
| 30D | -1.5% | +0.7% | -2.3% | -1.6% |
| 3M | +10.3% | +36.3% | -26.1% | +6.1% |
| 6M | +9.7% | +25.6% | -15.9% | +5.9% |
| YTD | +27.1% | +23.7% | +3.4% | +22.8% |
| 1Y | +32.6% | +37.6% | -5.1% | +25.0% |
| All | +46.1% | -0.4% | +46.5% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling