+9,321.7%
UNP vs TECH
+101,053.8%
-91,732.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.8% |
| 6M | +9.7% | +25.6% | -15.9% | +5.5% |
| YTD | +27.1% | +23.7% | +3.4% | +22.3% |
| 1Y | +32.6% | +37.6% | -5.1% | +25.5% |
| 3Y | +40.0% | -6.6% | +46.6% | +37.1% |
| 5Y | +50.8% | -42.2% | +93.1% | +55.0% |
| 10Y | +278.6% | +187.6% | +91.1% | +221.3% |
| All | +9,321.7% | +101,053.8% | -91,732.1% | +5,304.8% |
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