+282.5%
UNP vs WWD
+479.8%
-197.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -1.7% | +0.6% | -2.4% | -2.0% |
| 30D | -2.1% | -5.1% | +3.0% | -0.5% |
| 3M | +5.4% | -11.2% | +16.7% | +8.9% |
| 6M | +13.4% | -12.0% | +25.4% | +16.6% |
| YTD | +25.0% | +12.0% | +13.0% | +17.1% |
| 1Y | +34.6% | +42.8% | -8.2% | +14.5% |
| 3Y | +43.6% | +168.9% | -125.3% | -7.5% |
| 5Y | +51.7% | +192.2% | -140.5% | -8.3% |
| 10Y | +282.5% | +495.3% | -212.7% | +60.1% |
| All | +282.5% | +479.8% | -197.3% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling