+272,232.7%
AMZN vs UNP
+3,104.7%
+269,128.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +2.8% | +4.2% | -1.4% | +1.0% |
| 30D | +5.0% | +5.6% | -0.6% | +2.4% |
| 3M | +0.6% | +2.0% | -1.5% | -0.6% |
| 6M | -1.3% | +15.4% | -16.7% | -8.1% |
| YTD | +15.5% | +32.7% | -17.2% | +0.7% |
| 1Y | +12.2% | +39.4% | -27.2% | -4.3% |
| 3Y | +87.0% | +54.3% | +32.7% | +50.6% |
| 5Y | +51.3% | +39.6% | +11.7% | +26.2% |
| 10Y | +621.7% | +288.9% | +332.8% | +259.8% |
| All | +272,232.7% | +3,104.7% | +269,128.0% | +58,013.4% |
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