+42.6%
UNP vs WMB
+22.7%
+19.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.4% | +8.0% | +1.9% |
| 7D | +3.6% | -8.6% | +12.2% | +4.0% |
| 30D | +11.4% | -4.2% | +15.5% | +11.2% |
| 3M | +4.6% | -4.4% | +9.0% | +4.2% |
| 6M | +18.3% | -8.7% | +27.0% | +18.2% |
| YTD | +35.4% | +15.4% | +20.0% | +30.4% |
| 1Y | +42.6% | +23.7% | +18.9% | +34.1% |
| All | +42.6% | +22.7% | +19.9% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling