+355.9%
APH vs UNP
+51.0%
+304.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | -5.3% | +10.3% | +7.3% |
| 30D | -3.9% | -1.5% | -2.3% | -3.4% |
| 3M | +13.0% | +10.3% | +2.7% | +7.6% |
| 6M | +25.2% | +9.7% | +15.5% | +18.9% |
| YTD | +22.9% | +27.1% | -4.2% | +8.7% |
| 1Y | +47.8% | +32.6% | +15.3% | +27.6% |
| 3Y | +283.0% | +40.0% | +243.0% | +212.9% |
| All | +355.9% | +51.0% | +304.9% | +249.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling