+417.4%
WDC vs UNP
+32.8%
+384.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +1.7% | -5.3% | +7.1% | +1.5% |
| 30D | -10.0% | -1.5% | -8.4% | -10.0% |
| 3M | -18.8% | +10.3% | -29.0% | -18.8% |
| 6M | +79.0% | +9.7% | +69.4% | +76.3% |
| YTD | +171.6% | +27.1% | +144.5% | +166.1% |
| 1Y | +417.4% | +32.6% | +384.8% | +436.4% |
| All | +417.4% | +32.8% | +384.6% | +436.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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