+263,909.3%
AMZN vs UNP
+2,968.9%
+260,940.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.0% | -5.3% | +2.4% | -0.7% |
| 30D | -5.2% | -1.5% | -3.6% | -4.6% |
| 3M | +1.9% | +10.3% | -8.4% | -2.8% |
| 6M | +19.2% | +9.7% | +9.6% | +13.5% |
| YTD | +12.0% | +27.1% | -15.1% | -0.3% |
| 1Y | +9.7% | +32.6% | -22.9% | -4.3% |
| 3Y | +87.2% | +40.0% | +47.2% | +57.6% |
| 5Y | +48.7% | +50.8% | -2.2% | +20.1% |
| 10Y | +569.3% | +278.6% | +290.7% | +237.4% |
| All | +263,909.3% | +2,968.9% | +260,940.4% | +57,461.6% |
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 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