+40.4%
UNP vs TEL
+44.6%
-4.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | +2.1% | +5.6% | -3.5% | +0.4% |
| 30D | +7.7% | +0.9% | +6.9% | +7.2% |
| 3M | +4.0% | +2.1% | +2.0% | +2.8% |
| 6M | +15.7% | +2.7% | +13.0% | +13.4% |
| YTD | +33.5% | -3.2% | +36.7% | +32.1% |
| 1Y | +38.9% | -10.6% | +49.6% | +41.4% |
| 3Y | +53.7% | +79.8% | -26.1% | +12.5% |
| 5Y | +40.4% | +43.3% | -2.8% | +9.6% |
| All | +40.4% | +44.6% | -4.2% | +9.6% |
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