+4,437.1%
SNDK vs UNP
+18.6%
+4,418.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | -6.1% | -1.8% | -4.3% | -5.4% |
| 30D | +21.5% | -2.7% | +24.2% | +23.0% |
| 3M | -13.2% | +6.5% | -19.7% | -16.7% |
| 6M | +149.2% | +14.4% | +134.8% | +123.9% |
| YTD | +588.1% | +24.8% | +563.3% | +458.5% |
| 1Y | +1,837.5% | +34.4% | +1,803.1% | +1,283.9% |
| All | +4,437.1% | +18.6% | +4,418.5% | +4,602.4% |
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