+35.6%
UNP vs WST
+35.8%
-0.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.3% |
| 7D | -0.7% | -0.3% | -0.5% | -0.7% |
| 30D | -1.1% | -4.6% | +3.5% | -0.5% |
| 3M | +7.9% | +5.7% | +2.2% | +6.7% |
| 6M | +14.6% | +37.6% | -22.9% | +8.9% |
| YTD | +26.6% | +23.0% | +3.5% | +21.0% |
| 1Y | +35.6% | +33.8% | +1.7% | +29.4% |
| All | +35.6% | +35.8% | -0.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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