+20.7%
XLK vs UNP
+44.1%
-23.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | +0.2% |
| 7D | -7.6% | +3.6% | -11.2% | -7.1% |
| 30D | -12.2% | +11.4% | -23.5% | -10.9% |
| 3M | -5.5% | +4.6% | -10.0% | -4.6% |
| 6M | +9.2% | +18.3% | -9.1% | +11.1% |
| YTD | +23.0% | +35.4% | -12.4% | +24.9% |
| 1Y | +20.7% | +42.6% | -21.9% | +19.4% |
| All | +20.7% | +44.1% | -23.4% | +19.4% |
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