+9,562.1%
UNP vs TECH
+101,612.5%
-92,050.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | +6.7% | +0.5% | +6.2% | +6.6% |
| 3M | +1.8% | +0.9% | +0.9% | +1.7% |
| 6M | +13.3% | +51.0% | -37.7% | +7.2% |
| YTD | +30.3% | +24.4% | +6.0% | +25.4% |
| 1Y | +36.9% | +27.6% | +9.4% | +31.2% |
| 3Y | +50.9% | +29.9% | +21.0% | +42.1% |
| 5Y | +37.9% | -40.6% | +78.6% | +41.3% |
| 10Y | +293.8% | +196.7% | +97.0% | +233.1% |
| All | +9,562.1% | +101,612.5% | -92,050.3% | +5,438.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling