-27.2%
NOW vs UNP
+41.3%
-68.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -1.7% | +2.1% | -3.8% | -2.2% |
| 30D | -27.4% | +7.7% | -35.1% | -28.8% |
| 3M | -19.4% | +4.0% | -23.5% | -20.4% |
| 6M | +13.1% | +15.7% | -2.6% | +8.1% |
| YTD | -34.3% | +33.5% | -67.8% | -41.3% |
| 1Y | -41.8% | +38.9% | -80.7% | -48.9% |
| 3Y | -20.7% | +53.7% | -74.4% | -35.9% |
| 5Y | -27.2% | +40.4% | -67.6% | -39.8% |
| All | -27.2% | +41.3% | -68.5% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling