+148.0%
ADBE vs UNP
+287.3%
-139.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.5% |
| 7D | -12.9% | -1.2% | -11.8% | -12.5% |
| 30D | -5.6% | -2.0% | -3.7% | -4.9% |
| 3M | +6.6% | +7.5% | -0.9% | +2.9% |
| 6M | -9.6% | +15.3% | -24.9% | -16.3% |
| YTD | -28.9% | +25.4% | -54.3% | -37.1% |
| 1Y | -28.9% | +35.6% | -64.5% | -39.5% |
| 3Y | -55.6% | +44.1% | -99.7% | -63.9% |
| 5Y | -62.2% | +54.0% | -116.2% | -70.8% |
| All | +148.0% | +287.3% | -139.3% | +32.9% |
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