+504.6%
NOW vs UNP
+321.0%
+183.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.1% |
| 7D | -3.1% | -3.3% | +0.2% | -1.9% |
| 30D | -27.0% | +6.7% | -33.8% | -29.0% |
| 3M | -17.7% | +1.8% | -19.5% | -18.6% |
| 6M | +12.7% | +13.3% | -0.6% | +6.3% |
| YTD | -32.9% | +30.3% | -63.3% | -41.5% |
| 1Y | -40.4% | +36.9% | -77.3% | -49.2% |
| 3Y | -17.1% | +50.9% | -68.0% | -34.0% |
| 5Y | -25.7% | +37.9% | -63.6% | -39.0% |
| 10Y | +504.6% | +293.8% | +210.8% | +256.2% |
| All | +504.6% | +321.0% | +183.6% | +256.2% |
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