+298.3%
UNP vs WM
+339.4%
-41.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -1.5% |
| 7D | -4.6% | +1.2% | -5.8% | -5.2% |
| 30D | +5.6% | +13.1% | -7.4% | -1.5% |
| 3M | -1.3% | +3.6% | -4.9% | -3.5% |
| 6M | +9.2% | +8.1% | +1.2% | +4.0% |
| YTD | +27.3% | +8.9% | +18.4% | +20.2% |
| 1Y | +35.9% | +20.3% | +15.6% | +21.0% |
| 3Y | +45.5% | +46.2% | -0.7% | +11.4% |
| 5Y | +36.0% | +59.9% | -23.9% | -3.7% |
| All | +298.3% | +339.4% | -41.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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