+277.6%
UNP vs WBD
+15.0%
+262.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -1.8% | -0.7% | -1.1% | -1.7% |
| 30D | -2.7% | +1.4% | -4.1% | -2.9% |
| 3M | +6.5% | +4.4% | +2.1% | +5.8% |
| 6M | +14.4% | +0.8% | +13.5% | +14.1% |
| YTD | +24.8% | -2.7% | +27.5% | +25.2% |
| 1Y | +34.4% | +73.4% | -39.0% | +22.5% |
| 3Y | +43.6% | +142.1% | -98.6% | +18.4% |
| 5Y | +53.2% | +7.2% | +46.0% | +38.7% |
| All | +277.6% | +15.0% | +262.7% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling