+1,271.1%
UNP vs ACWI
+356.8%
+914.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.3% | +0.5% | -5.8% | -5.8% |
| 30D | -1.5% | +0.9% | -2.4% | -2.4% |
| 3M | +10.3% | +2.4% | +7.9% | +7.3% |
| 6M | +9.7% | +12.4% | -2.7% | -2.6% |
| YTD | +27.1% | +15.2% | +11.9% | +10.1% |
| 1Y | +32.6% | +22.7% | +9.9% | +7.9% |
| 3Y | +40.0% | +75.8% | -35.8% | -20.0% |
| 5Y | +50.8% | +67.7% | -16.9% | -10.9% |
| 10Y | +278.6% | +229.0% | +49.6% | +17.9% |
| All | +1,271.1% | +356.8% | +914.3% | +236.3% |
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