+1,993.4%
UNP vs WU
-22.0%
+2,015.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +1.7% |
| 7D | -2.1% | +2.1% | -4.2% | -3.1% |
| 30D | +7.3% | +10.1% | -2.9% | +3.0% |
| 3M | +3.6% | -1.1% | +4.8% | +3.4% |
| 6M | +15.8% | -19.8% | +35.6% | +23.4% |
| YTD | +32.6% | -20.8% | +53.3% | +40.9% |
| 1Y | +37.2% | -15.1% | +52.3% | +41.6% |
| 3Y | +52.6% | -23.2% | +75.8% | +59.7% |
| 5Y | +40.6% | -42.6% | +83.2% | +61.0% |
| 10Y | +288.4% | -38.9% | +327.3% | +318.1% |
| All | +1,993.4% | -22.0% | +2,015.3% | +1,744.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling