+39.3%
UNP vs WWD
+188.4%
-149.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | -0.9% | +0.4% | -1.4% | -1.1% |
| 30D | +8.0% | -0.4% | +8.4% | +7.9% |
| 3M | +3.3% | -6.1% | +9.4% | +4.4% |
| 6M | +14.7% | -9.5% | +24.2% | +16.2% |
| YTD | +31.9% | +10.8% | +21.1% | +25.6% |
| 1Y | +37.1% | +23.5% | +13.6% | +26.2% |
| 3Y | +51.9% | +151.3% | -99.4% | +8.8% |
| 5Y | +39.3% | +187.8% | -148.5% | -7.7% |
| All | +39.3% | +188.4% | -149.0% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling