+45.5%
UNP vs WMB
+97.7%
-52.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -4.6% | -13.8% | +9.3% | -2.6% |
| 30D | +5.6% | -10.3% | +16.0% | +7.0% |
| 3M | -1.3% | -10.1% | +8.7% | -0.3% |
| 6M | +9.2% | -11.8% | +21.1% | +10.6% |
| YTD | +27.3% | +8.9% | +18.4% | +23.5% |
| 1Y | +35.9% | +14.0% | +21.9% | +30.6% |
| 3Y | +45.5% | +100.5% | -55.1% | +20.7% |
| All | +45.5% | +97.7% | -52.2% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling