+280.2%
UNP vs WING
+719.8%
-439.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.4% | -6.0% | +1.2% |
| 7D | -3.3% | +8.6% | -11.8% | -4.4% |
| 30D | +6.7% | +44.8% | -38.0% | +1.1% |
| 3M | +1.8% | +51.9% | -50.2% | -4.8% |
| 6M | +13.3% | +37.2% | -23.9% | +6.9% |
| YTD | +30.3% | -25.3% | +55.6% | +32.8% |
| 1Y | +36.9% | -25.1% | +62.0% | +39.2% |
| 3Y | +50.9% | -12.9% | +63.8% | +42.2% |
| 5Y | +37.9% | +12.0% | +25.9% | +19.5% |
| 10Y | +293.8% | +716.5% | -422.7% | +118.6% |
| All | +280.2% | +719.8% | -439.6% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling