+10,266.7%
RTX vs UNP
+9,690.0%
+576.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -5.2% | -5.3% | +0.2% | -2.8% |
| 30D | -9.4% | -1.5% | -7.8% | -8.8% |
| 3M | +12.3% | +10.3% | +2.0% | +7.1% |
| 6M | -3.1% | +9.7% | -12.8% | -7.8% |
| YTD | +10.7% | +27.1% | -16.4% | -1.7% |
| 1Y | +28.4% | +32.6% | -4.2% | +11.8% |
| 3Y | +147.1% | +40.0% | +107.1% | +106.1% |
| 5Y | +167.2% | +50.8% | +116.4% | +110.3% |
| 10Y | +274.7% | +278.6% | -3.9% | +97.2% |
| All | +10,266.7% | +9,690.0% | +576.7% | +1,351.0% |
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