+42.6%
UNP vs AHR
+26.3%
+16.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.1% |
| 7D | +3.6% | +9.5% | -5.9% | +1.6% |
| 30D | +11.4% | +11.7% | -0.3% | +8.5% |
| 3M | +4.6% | +4.0% | +0.6% | +3.4% |
| 6M | +18.3% | +13.5% | +4.7% | +13.9% |
| YTD | +35.4% | +21.6% | +13.8% | +29.1% |
| 1Y | +42.6% | +25.1% | +17.5% | +36.4% |
| All | +42.6% | +26.3% | +16.3% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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