+1,359.8%
WDC vs UNP
+46.5%
+1,313.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +6.0% | -0.7% | +6.7% | +6.3% |
| 30D | +9.9% | -1.1% | +11.1% | +10.3% |
| 3M | -9.4% | +7.9% | -17.3% | -12.6% |
| 6M | +94.7% | +14.6% | +80.1% | +81.3% |
| YTD | +177.4% | +26.6% | +150.8% | +144.6% |
| 1Y | +412.6% | +35.6% | +377.0% | +333.5% |
| 3Y | +1,359.8% | +45.5% | +1,314.3% | +1,092.9% |
| All | +1,359.8% | +46.5% | +1,313.3% | +1,092.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling