-91.0%
SNDQ vs UNP
+18.6%
-109.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +1.7% | +13.6% | +12.9% |
| 7D | +66.1% | +3.6% | +62.5% | +60.2% |
| 30D | +122.5% | +11.4% | +111.2% | +100.9% |
| 3M | +11.6% | +4.6% | +7.0% | +5.5% |
| 6M | -82.2% | +18.3% | -100.5% | -85.9% |
| All | -91.0% | +18.6% | -109.6% | -92.3% |
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 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