+114.5%
ADI vs UNP
+46.5%
+67.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +2.4% | -0.7% | +3.2% | +2.9% |
| 30D | -6.6% | -1.1% | -5.4% | -6.1% |
| 3M | -9.8% | +7.9% | -17.7% | -14.8% |
| 6M | +15.7% | +14.6% | +1.0% | +4.2% |
| YTD | +35.1% | +26.6% | +8.5% | +13.4% |
| 1Y | +47.7% | +35.6% | +12.1% | +17.9% |
| 3Y | +114.5% | +45.5% | +69.0% | +67.6% |
| All | +114.5% | +46.5% | +67.9% | +67.6% |
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