+1,972.6%
NOW vs UNP
+574.9%
+1,397.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +0.7% |
| 7D | -3.0% | -4.6% | +1.6% | -1.0% |
| 30D | -26.0% | +5.6% | -31.7% | -28.0% |
| 3M | -13.1% | -1.3% | -11.8% | -13.0% |
| 6M | +14.5% | +9.2% | +5.3% | +8.7% |
| YTD | -33.4% | +27.3% | -60.8% | -42.5% |
| 1Y | -40.6% | +35.9% | -76.5% | -50.4% |
| 3Y | -16.3% | +45.5% | -61.8% | -34.0% |
| 5Y | -26.3% | +36.0% | -62.3% | -40.7% |
| 10Y | +512.7% | +307.2% | +205.5% | +149.1% |
| All | +1,972.6% | +574.9% | +1,397.6% | +578.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling