+943.2%
XBI vs UNP
+1,958.7%
-1,015.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -0.9% | -0.7% | -0.2% | -0.6% |
| 30D | +2.9% | -1.1% | +4.0% | +3.3% |
| 3M | +26.2% | +7.9% | +18.3% | +21.4% |
| 6M | +30.7% | +14.6% | +16.1% | +21.6% |
| YTD | +32.9% | +26.6% | +6.4% | +17.6% |
| 1Y | +72.3% | +35.6% | +36.7% | +47.6% |
| 3Y | +107.2% | +45.5% | +61.7% | +70.2% |
| 5Y | +23.2% | +50.0% | -26.8% | -2.2% |
| 10Y | +158.5% | +271.8% | -113.3% | +28.8% |
| All | +943.2% | +1,958.7% | -1,015.5% | +146.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling