+54.0%
UNP vs TEL
+50.4%
+3.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | -2.3% | +1.1% | -0.4% |
| 30D | -2.0% | -6.1% | +4.1% | -0.1% |
| 3M | +7.5% | +1.7% | +5.8% | +6.3% |
| 6M | +15.3% | +1.6% | +13.7% | +12.9% |
| YTD | +25.4% | -9.1% | +34.5% | +27.0% |
| 1Y | +35.6% | -1.7% | +37.3% | +31.9% |
| 3Y | +44.1% | +67.3% | -23.2% | +8.6% |
| 5Y | +54.0% | +52.1% | +1.9% | +16.6% |
| All | +54.0% | +50.4% | +3.6% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 5y: compounded portfolio wealth divided by compounded TEL 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…
5y analysis · Full analysis span regression · 6 months rolling