+282.2%
APH vs UNP
+35.3%
+246.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +5.1% |
| 7D | -5.9% | -4.6% | -1.4% | -4.2% |
| 30D | -14.8% | +5.6% | -20.4% | -16.9% |
| 3M | -12.4% | -1.3% | -11.1% | -12.3% |
| 6M | +8.1% | +9.2% | -1.2% | +2.8% |
| YTD | +10.9% | +27.3% | -16.4% | -2.3% |
| 1Y | +8.8% | +35.9% | -27.1% | -7.3% |
| 3Y | +262.1% | +45.5% | +216.6% | +188.7% |
| All | +282.2% | +35.3% | +246.8% | +205.5% |
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 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