+38.9%
UNP vs WU
-16.8%
+55.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | +2.1% | -5.3% | +7.4% | +2.6% |
| 30D | +7.7% | +9.0% | -1.3% | +6.7% |
| 3M | +4.0% | -3.6% | +7.6% | +4.3% |
| 6M | +15.7% | -19.4% | +35.1% | +17.9% |
| YTD | +33.5% | -21.7% | +55.2% | +35.8% |
| 1Y | +38.9% | -16.1% | +55.1% | +39.1% |
| All | +38.9% | -16.8% | +55.7% | +39.1% |
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