+34.4%
UNP vs WPM
+46.6%
-12.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.5% |
| 7D | -1.8% | -0.6% | -1.2% | -1.8% |
| 30D | -2.7% | +14.4% | -17.1% | -2.7% |
| 3M | +6.5% | +37.0% | -30.5% | +6.7% |
| 6M | +14.4% | +4.1% | +10.3% | +14.4% |
| YTD | +24.8% | +31.7% | -6.9% | +25.0% |
| 1Y | +34.4% | +44.2% | -9.8% | +35.4% |
| All | +34.4% | +46.6% | -12.2% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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