+113.2%
WDC vs UNP
+44.1%
+69.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.7% | -8.5% | -6.5% |
| 7D | -18.3% | +3.6% | -21.9% | -17.9% |
| 30D | -26.7% | +11.4% | -38.0% | -25.7% |
| 3M | -40.9% | +4.6% | -45.5% | -40.2% |
| 6M | -26.8% | +18.3% | -45.0% | -26.3% |
| YTD | +88.2% | +35.4% | +52.8% | +84.0% |
| 1Y | +113.2% | +42.6% | +70.6% | +107.5% |
| All | +113.2% | +44.1% | +69.1% | +107.5% |
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