+50.0%
UNP vs WING
-35.4%
+85.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -1.1% | -6.0% | +4.9% | -0.8% |
| 3M | +7.9% | -23.5% | +31.3% | +10.2% |
| 6M | +14.6% | -52.0% | +66.6% | +22.2% |
| YTD | +26.6% | -53.8% | +80.4% | +34.8% |
| 1Y | +35.6% | -63.8% | +99.4% | +47.7% |
| 3Y | +45.5% | -30.8% | +76.3% | +40.4% |
| 5Y | +50.0% | -34.3% | +84.3% | +38.4% |
| All | +50.0% | -35.4% | +85.4% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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