+1,362.4%
MU vs UNP
+41.0%
+1,321.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.1% |
| 7D | +9.0% | -5.3% | +14.3% | +10.7% |
| 30D | +13.8% | -1.5% | +15.4% | +14.3% |
| 3M | +2.1% | +10.3% | -8.2% | -1.6% |
| 6M | +153.8% | +9.7% | +144.1% | +144.6% |
| YTD | +256.4% | +27.1% | +229.3% | +221.3% |
| 1Y | +719.8% | +32.6% | +687.2% | +620.2% |
| All | +1,362.4% | +41.0% | +1,321.5% | +1,146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling