+144.2%
RTX vs UNP
+46.2%
+98.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.5% |
| 7D | -5.1% | -4.6% | -0.6% | -3.9% |
| 30D | +5.1% | +5.6% | -0.5% | +3.7% |
| 3M | -14.8% | -1.3% | -13.5% | -14.6% |
| 6M | +8.0% | +9.2% | -1.2% | +5.2% |
| YTD | +4.5% | +27.3% | -22.9% | -3.0% |
| 1Y | +9.8% | +35.9% | -26.1% | 0.0% |
| 3Y | +144.2% | +45.5% | +98.7% | +118.3% |
| All | +144.2% | +46.2% | +98.0% | +118.3% |
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