+41,876.5%
ADI vs UNP
+10,112.2%
+31,764.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.8% |
| 7D | +0.7% | -2.1% | +2.8% | +1.9% |
| 30D | +0.7% | +7.3% | -6.6% | -2.7% |
| 3M | +6.5% | +3.6% | +2.9% | +4.4% |
| 6M | -2.7% | +15.8% | -18.5% | -10.3% |
| YTD | +52.2% | +32.6% | +19.6% | +31.2% |
| 1Y | +77.5% | +37.2% | +40.2% | +50.5% |
| 3Y | +148.8% | +52.6% | +96.2% | +100.3% |
| 5Y | +142.9% | +40.6% | +102.3% | +100.1% |
| 10Y | +653.2% | +288.4% | +364.8% | +283.6% |
| All | +41,876.5% | +10,112.2% | +31,764.3% | +4,115.9% |
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 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