+50.9%
UNP vs WM
+45.6%
+5.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.2% | +2.3% |
| 7D | -3.3% | -0.5% | -2.8% | -3.1% |
| 30D | +6.7% | +13.3% | -6.6% | +2.5% |
| 3M | +1.8% | +4.4% | -2.6% | +0.3% |
| 6M | +13.3% | +10.8% | +2.5% | +9.5% |
| YTD | +30.3% | +9.1% | +21.3% | +26.3% |
| 1Y | +36.9% | +19.1% | +17.8% | +29.3% |
| 3Y | +50.9% | +45.7% | +5.3% | +30.0% |
| All | +50.9% | +45.6% | +5.3% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling