+32.6%
UNP vs WY
-4.5%
+37.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.1% |
| 7D | -5.3% | -1.7% | -3.6% | -4.9% |
| 30D | -1.5% | -10.1% | +8.5% | +1.2% |
| 3M | +10.3% | -5.1% | +15.4% | +11.6% |
| 6M | +9.7% | -4.8% | +14.4% | +10.8% |
| YTD | +27.1% | -0.2% | +27.3% | +26.6% |
| 1Y | +32.6% | -6.6% | +39.2% | +33.2% |
| All | +32.6% | -4.5% | +37.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling