+6,121.9%
UNP vs WWD
+14,767.1%
-8,645.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.3% |
| 7D | +2.1% | +8.2% | -6.1% | -0.2% |
| 30D | +7.7% | -0.2% | +7.9% | +7.4% |
| 3M | +4.0% | -8.4% | +12.5% | +6.0% |
| 6M | +15.7% | -9.5% | +25.2% | +17.5% |
| YTD | +33.5% | +10.1% | +23.4% | +27.1% |
| 1Y | +38.9% | +21.6% | +17.4% | +28.0% |
| 3Y | +53.7% | +149.6% | -95.9% | +12.0% |
| 5Y | +40.4% | +191.3% | -150.9% | -3.9% |
| 10Y | +291.1% | +455.2% | -164.0% | +112.3% |
| All | +6,121.9% | +14,767.1% | -8,645.2% | +2,085.3% |
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