+824.5%
RIOT vs UNP
+353.1%
+471.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.4% |
| 7D | +25.1% | -0.7% | +25.9% | +25.8% |
| 30D | +8.5% | -1.1% | +9.6% | +9.5% |
| 3M | -13.4% | +7.9% | -21.2% | -19.9% |
| 6M | +57.1% | +14.6% | +42.5% | +36.4% |
| YTD | +75.7% | +26.6% | +49.1% | +38.5% |
| 1Y | +65.6% | +35.6% | +30.1% | +22.3% |
| 3Y | +103.3% | +45.5% | +57.8% | +43.5% |
| 5Y | -26.7% | +50.0% | -76.7% | -49.2% |
| 10Y | +527.2% | +271.8% | +255.3% | +151.2% |
| All | +824.5% | +353.1% | +471.4% | +248.3% |
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 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