+109.8%
AAPL vs UNP
+48.4%
+61.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | -3.0% | -1.7% | -1.2% | -2.3% |
| 30D | +2.3% | -2.1% | +4.4% | +3.1% |
| 3M | +8.6% | +5.4% | +3.2% | +5.7% |
| 6M | +21.6% | +13.4% | +8.2% | +13.8% |
| YTD | +16.3% | +25.0% | -8.6% | +3.8% |
| 1Y | +35.1% | +34.6% | +0.5% | +16.1% |
| 3Y | +79.4% | +43.6% | +35.7% | +47.2% |
| 5Y | +109.8% | +51.7% | +58.1% | +65.7% |
| All | +109.8% | +48.4% | +61.4% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling