+1,340.2%
UNP vs ACWI
+341.7%
+998.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | +2.1% | +2.7% | -0.6% | -0.4% |
| 30D | +7.7% | -2.6% | +10.3% | +10.2% |
| 3M | +4.0% | -3.2% | +7.2% | +6.9% |
| 6M | +15.7% | +1.9% | +13.8% | +12.6% |
| YTD | +33.5% | +11.3% | +22.1% | +19.0% |
| 1Y | +38.9% | +11.7% | +27.3% | +23.4% |
| 3Y | +53.7% | +74.4% | -20.7% | -11.8% |
| 5Y | +40.4% | +59.5% | -19.0% | -13.2% |
| 10Y | +291.1% | +225.2% | +65.9% | +22.7% |
| All | +1,340.2% | +341.7% | +998.5% | +263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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