+46.1%
UNP vs WWD
+169.6%
-123.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -5.3% | +1.3% | -6.6% | -5.6% |
| 30D | -1.5% | -7.2% | +5.6% | -0.4% |
| 3M | +10.3% | -3.8% | +14.1% | +10.3% |
| 6M | +9.7% | -9.9% | +19.6% | +10.8% |
| YTD | +27.1% | +14.8% | +12.3% | +22.1% |
| 1Y | +32.6% | +42.1% | -9.5% | +21.5% |
| All | +46.1% | +169.6% | -123.5% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling