+33.0%
RTX vs UNP
+35.4%
-2.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -3.1% | -0.7% | -2.3% | -3.0% |
| 30D | -10.6% | -1.1% | -9.4% | -10.4% |
| 3M | +11.6% | +7.9% | +3.8% | +10.0% |
| 6M | -4.5% | +14.6% | -19.1% | -7.2% |
| YTD | +9.6% | +26.6% | -17.0% | +3.7% |
| All | +33.0% | +35.4% | -2.5% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling