+54.0%
UNP vs ZBRA
-40.9%
+94.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -1.2% | -3.8% | +2.6% | -0.4% |
| 30D | -2.0% | -10.2% | +8.2% | +0.2% |
| 3M | +7.5% | +58.7% | -51.2% | -3.8% |
| 6M | +15.3% | +61.9% | -46.6% | +2.1% |
| YTD | +25.4% | +41.7% | -16.3% | +14.0% |
| 1Y | +35.6% | +12.4% | +23.3% | +29.4% |
| 3Y | +44.1% | +34.2% | +10.0% | +28.0% |
| 5Y | +54.0% | -40.8% | +94.7% | +59.8% |
| All | +54.0% | -40.9% | +94.9% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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