+1,367.3%
AAPL vs UNP
+286.3%
+1,081.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +4.1% | +4.2% | -0.1% | +2.1% |
| 30D | +4.0% | +5.6% | -1.6% | +1.2% |
| 3M | +16.8% | +2.0% | +14.8% | +15.3% |
| 6M | +19.4% | +15.4% | +4.0% | +10.1% |
| YTD | +31.5% | +32.7% | -1.2% | +12.2% |
| 1Y | +31.0% | +39.4% | -8.5% | +8.9% |
| 3Y | +95.3% | +54.3% | +41.0% | +51.7% |
| 5Y | +143.4% | +39.6% | +103.7% | +95.7% |
| All | +1,367.3% | +286.3% | +1,081.0% | +672.9% |
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 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