+237.1%
DIA vs UNP
+287.8%
-50.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -1.6% | -2.1% | +0.5% | -0.7% |
| 30D | +1.3% | +7.3% | -6.0% | -2.1% |
| 3M | -2.1% | +3.6% | -5.7% | -3.9% |
| 6M | +6.2% | +15.8% | -9.6% | -1.7% |
| YTD | +10.3% | +32.6% | -22.2% | -5.0% |
| 1Y | +11.0% | +37.2% | -26.2% | -6.1% |
| 3Y | +60.4% | +52.6% | +7.8% | +26.7% |
| 5Y | +59.1% | +40.6% | +18.5% | +28.2% |
| 10Y | +237.1% | +288.4% | -51.4% | +74.2% |
| All | +237.1% | +287.8% | -50.7% | +74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling