+386.0%
WDC vs UNP
+35.7%
+350.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.4% |
| 7D | +4.4% | -1.2% | +5.6% | +4.4% |
| 30D | +5.3% | -2.0% | +7.3% | +5.3% |
| 3M | -5.9% | +7.5% | -13.4% | -5.9% |
| 6M | +73.2% | +15.3% | +57.9% | +70.4% |
| YTD | +167.8% | +25.4% | +142.4% | +162.0% |
| 1Y | +386.0% | +35.6% | +350.4% | +371.3% |
| All | +386.0% | +35.7% | +350.3% | +371.3% |
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