+35.6%
UNP vs WMB
+178.0%
-142.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -4.6% | -13.8% | +9.3% | -1.0% |
| 30D | +5.6% | -10.3% | +16.0% | +8.2% |
| 3M | -1.3% | -10.1% | +8.7% | +0.7% |
| 6M | +9.2% | -11.8% | +21.1% | +11.8% |
| YTD | +27.3% | +8.9% | +18.4% | +21.9% |
| 1Y | +35.9% | +14.0% | +21.9% | +28.2% |
| 3Y | +45.5% | +100.5% | -55.1% | +8.1% |
| All | +35.6% | +178.0% | -142.3% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling