+78.2%
AAPL vs UNP
+43.1%
+35.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | -3.0% | -1.7% | -1.2% | -2.4% |
| 30D | +2.3% | -2.1% | +4.4% | +2.9% |
| 3M | +8.6% | +5.4% | +3.2% | +6.1% |
| 6M | +21.6% | +13.4% | +8.2% | +14.5% |
| YTD | +16.3% | +25.0% | -8.6% | +4.7% |
| 1Y | +35.1% | +34.6% | +0.5% | +17.1% |
| All | +78.2% | +43.1% | +35.0% | +49.9% |
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