+34.6%
UNP vs W
+15.1%
+19.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -1.7% | +5.9% | -7.6% | -1.9% |
| 30D | -2.1% | -3.0% | +0.9% | -2.1% |
| 3M | +5.4% | +40.3% | -34.9% | +4.7% |
| 6M | +13.4% | +32.2% | -18.8% | +12.6% |
| YTD | +25.0% | -0.3% | +25.2% | +25.2% |
| 1Y | +34.6% | +16.2% | +18.4% | +33.9% |
| All | +34.6% | +15.1% | +19.5% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling