+8,207.5%
UNP vs ZBRA
+8,965.3%
-757.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.1% |
| 7D | -0.7% | +2.6% | -3.3% | -1.2% |
| 30D | -1.1% | -6.4% | +5.2% | 0.0% |
| 3M | +7.9% | +51.3% | -43.4% | -0.7% |
| 6M | +14.6% | +60.5% | -45.9% | +4.1% |
| YTD | +26.6% | +45.2% | -18.6% | +16.6% |
| 1Y | +35.6% | +12.3% | +23.2% | +30.2% |
| 3Y | +45.5% | +37.5% | +8.0% | +32.4% |
| 5Y | +50.0% | -39.2% | +89.2% | +53.5% |
| 10Y | +271.8% | +417.0% | -145.2% | +164.1% |
| All | +8,207.5% | +8,965.3% | -757.8% | +4,044.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling