+32.6%
UNP vs WU
-8.3%
+40.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.2% |
| 7D | -5.3% | -0.8% | -4.5% | -5.3% |
| 30D | -1.5% | -1.1% | -0.4% | -1.5% |
| 3M | +10.3% | -3.9% | +14.1% | +10.2% |
| 6M | +9.7% | -20.7% | +30.3% | +10.8% |
| YTD | +27.1% | -18.4% | +45.5% | +28.2% |
| 1Y | +32.6% | -8.1% | +40.6% | +33.9% |
| All | +32.6% | -8.3% | +40.8% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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