+822.5%
NOW vs UNP
+277.0%
+545.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | -5.3% | +3.0% | -0.4% |
| 30D | +20.5% | -1.5% | +22.1% | +21.1% |
| 3M | +18.3% | +10.3% | +8.1% | +13.4% |
| 6M | +24.1% | +9.7% | +14.4% | +17.5% |
| YTD | -7.8% | +27.1% | -34.9% | -18.5% |
| 1Y | -21.4% | +32.6% | -54.0% | -32.0% |
| 3Y | +19.5% | +40.0% | -20.5% | -1.3% |
| 5Y | +4.1% | +50.8% | -46.8% | -17.9% |
| All | +822.5% | +277.0% | +545.5% | +419.0% |
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