+9,679.6%
UNP vs WMB
+5,064.3%
+4,615.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +1.0% |
| 7D | -0.9% | -6.9% | +6.0% | +0.1% |
| 30D | +8.0% | -7.2% | +15.2% | +9.1% |
| 3M | +3.3% | -5.4% | +8.8% | +4.0% |
| 6M | +14.7% | -4.9% | +19.6% | +15.1% |
| YTD | +31.9% | +14.7% | +17.2% | +28.4% |
| 1Y | +37.1% | +14.7% | +22.4% | +33.4% |
| 3Y | +51.9% | +116.4% | -64.5% | +32.8% |
| 5Y | +39.3% | +198.5% | -159.2% | +15.5% |
| 10Y | +284.1% | +266.3% | +17.8% | +201.4% |
| All | +9,679.6% | +5,064.3% | +4,615.3% | +4,072.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling