+40.6%
UNP vs WU
-44.4%
+85.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +1.2% |
| 7D | -2.1% | +2.1% | -4.2% | -2.7% |
| 30D | +7.3% | +10.1% | -2.9% | +4.7% |
| 3M | +3.6% | -1.1% | +4.8% | +3.6% |
| 6M | +15.8% | -19.8% | +35.6% | +21.0% |
| YTD | +32.6% | -20.8% | +53.3% | +38.3% |
| 1Y | +37.2% | -15.1% | +52.3% | +40.2% |
| 3Y | +52.6% | -23.2% | +75.8% | +57.8% |
| 5Y | +40.6% | -42.6% | +83.2% | +56.1% |
| All | +40.6% | -44.4% | +85.0% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling