+25.0%
HL vs UNP
+44.1%
-19.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.7% | +11.5% | +13.1% |
| 7D | +0.2% | +3.6% | -3.4% | 0.0% |
| 30D | -12.1% | +11.4% | -23.5% | -12.6% |
| 3M | -2.8% | +4.6% | -7.4% | -3.1% |
| 6M | -14.9% | +18.3% | -33.2% | -16.4% |
| YTD | -22.0% | +35.4% | -57.4% | -24.3% |
| 1Y | +25.0% | +42.6% | -17.6% | +15.5% |
| All | +25.0% | +44.1% | -19.1% | +15.5% |
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 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