+3,302.7%
UNP vs WTW
+1,094.8%
+2,207.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | +0.1% |
| 7D | -1.7% | -7.1% | +5.4% | +1.0% |
| 30D | -2.1% | -8.5% | +6.4% | +1.1% |
| 3M | +5.4% | +20.6% | -15.1% | -2.3% |
| 6M | +13.4% | +7.2% | +6.2% | +9.1% |
| YTD | +25.0% | -3.9% | +28.8% | +24.6% |
| 1Y | +34.6% | -3.6% | +38.2% | +33.7% |
| 3Y | +43.6% | +60.7% | -17.1% | +15.3% |
| 5Y | +51.7% | +42.2% | +9.6% | +26.6% |
| 10Y | +282.5% | +195.5% | +87.1% | +137.2% |
| All | +3,302.7% | +1,094.8% | +2,207.9% | +1,459.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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