+40,736.5%
ADI vs UNP
+10,123.3%
+30,613.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.5% |
| 7D | +9.5% | +4.2% | +5.2% | +7.4% |
| 30D | -1.4% | +5.6% | -7.0% | -4.0% |
| 3M | +4.7% | +2.0% | +2.7% | +3.5% |
| 6M | -7.4% | +15.4% | -22.8% | -14.5% |
| YTD | +48.1% | +32.7% | +15.3% | +27.6% |
| 1Y | +69.6% | +39.4% | +30.2% | +42.7% |
| 3Y | +144.4% | +54.3% | +90.1% | +95.8% |
| 5Y | +134.1% | +39.6% | +94.5% | +93.6% |
| 10Y | +632.8% | +288.9% | +343.9% | +273.0% |
| All | +40,736.5% | +10,123.3% | +30,613.1% | +3,999.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling