-37.0%
APP vs UNP
+36.6%
-73.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.6% | +12.5% | +8.5% |
| 7D | +71.2% | -4.6% | +75.8% | +67.5% |
| 30D | +39.1% | +5.6% | +33.4% | +40.3% |
| 3M | +16.5% | -1.3% | +17.9% | +15.8% |
| 6M | -16.6% | +9.2% | -25.8% | -15.7% |
| YTD | -41.9% | +27.3% | -69.3% | -35.2% |
| 1Y | -37.0% | +35.9% | -73.0% | -32.9% |
| All | -37.0% | +36.6% | -73.6% | -32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling