+279.5%
UNP vs ADP
+282.5%
-3.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -1.2% | -5.7% | +4.5% | +1.7% |
| 30D | -2.0% | -1.4% | -0.6% | -1.4% |
| 3M | +7.5% | +16.6% | -9.0% | -1.0% |
| 6M | +15.3% | +24.9% | -9.6% | +1.6% |
| YTD | +25.4% | +5.6% | +19.8% | +20.2% |
| 1Y | +35.6% | -6.0% | +41.6% | +38.1% |
| 3Y | +44.1% | +14.5% | +29.7% | +30.3% |
| 5Y | +54.0% | +47.9% | +6.1% | +18.5% |
| All | +279.5% | +282.5% | -3.0% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ADP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling