-19.9%
NOW vs UNP
+53.1%
-73.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +0.3% | +4.2% | -4.0% | +0.4% |
| 30D | -27.0% | +5.6% | -32.5% | -26.8% |
| 3M | -19.6% | +2.0% | -21.7% | -19.5% |
| 6M | +17.5% | +15.4% | +2.1% | +17.6% |
| YTD | -33.3% | +32.7% | -66.0% | -34.9% |
| 1Y | -39.8% | +39.4% | -79.3% | -42.2% |
| 3Y | -19.9% | +54.3% | -74.2% | -25.3% |
| All | -19.9% | +53.1% | -73.0% | -25.3% |
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