+149.7%
XBI vs UNP
+285.4%
-135.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -4.6% | -1.8% | -2.8% | -3.9% |
| 30D | -2.0% | -2.7% | +0.7% | -0.9% |
| 3M | +17.8% | +6.5% | +11.3% | +14.0% |
| 6M | +23.7% | +14.4% | +9.3% | +15.3% |
| YTD | +28.2% | +24.8% | +3.4% | +14.2% |
| 1Y | +64.0% | +34.4% | +29.5% | +40.9% |
| 3Y | +99.4% | +43.6% | +55.8% | +64.5% |
| 5Y | +19.3% | +53.2% | -33.9% | -6.8% |
| All | +149.7% | +285.4% | -135.7% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling