+651.5%
ADI vs UNP
+285.4%
+366.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.3% | +5.1% |
| 7D | +4.6% | -1.8% | +6.4% | +5.7% |
| 30D | -1.2% | -2.7% | +1.6% | +0.3% |
| 3M | -7.8% | +6.5% | -14.3% | -12.0% |
| 6M | +19.3% | +14.4% | +5.0% | +8.6% |
| YTD | +40.9% | +24.8% | +16.1% | +21.1% |
| 1Y | +54.5% | +34.4% | +20.1% | +26.7% |
| 3Y | +123.4% | +43.6% | +79.8% | +75.0% |
| 5Y | +142.3% | +53.2% | +89.1% | +76.8% |
| All | +651.5% | +285.4% | +366.1% | +267.2% |
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