+42.6%
UNP vs A
+24.4%
+18.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.7% |
| 7D | +3.6% | -2.4% | +6.0% | +3.6% |
| 30D | +11.4% | +3.6% | +7.8% | +11.4% |
| 3M | +4.6% | +27.5% | -22.9% | +4.8% |
| 6M | +18.3% | +58.5% | -40.2% | +19.1% |
| YTD | +35.4% | +31.2% | +4.2% | +39.5% |
| 1Y | +42.6% | +22.2% | +20.4% | +49.4% |
| All | +42.6% | +24.4% | +18.2% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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