+5,823.7%
UNP vs WWD
+15,408.5%
-9,584.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -5.3% | +1.3% | -6.6% | -5.7% |
| 30D | -1.5% | -7.2% | +5.6% | +0.4% |
| 3M | +10.3% | -3.8% | +14.1% | +10.7% |
| 6M | +9.7% | -9.9% | +19.6% | +11.5% |
| YTD | +27.1% | +14.8% | +12.3% | +20.1% |
| 1Y | +32.6% | +42.1% | -9.5% | +17.1% |
| 3Y | +40.0% | +170.8% | -130.8% | 0.0% |
| 5Y | +50.8% | +197.5% | -146.7% | +2.9% |
| 10Y | +278.6% | +477.8% | -199.2% | +104.1% |
| All | +5,823.7% | +15,408.5% | -9,584.8% | +1,965.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling