+54.5%
ADI vs UNP
+35.2%
+19.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.3% | +5.0% |
| 7D | +4.6% | -1.8% | +6.4% | +5.3% |
| 30D | -1.2% | -2.7% | +1.6% | -0.2% |
| 3M | -7.8% | +6.5% | -14.3% | -11.3% |
| 6M | +19.3% | +14.4% | +5.0% | +9.3% |
| YTD | +40.9% | +24.8% | +16.1% | +24.2% |
| 1Y | +54.5% | +34.4% | +20.1% | +28.9% |
| All | +54.5% | +35.2% | +19.3% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling