+23.0%
UNP vs AHR
+364.8%
-341.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -0.7% | -3.4% | +2.7% | -0.1% |
| 30D | -1.1% | -3.8% | +2.6% | -0.5% |
| 3M | +7.9% | +20.1% | -12.2% | +4.0% |
| 6M | +14.6% | +7.1% | +7.6% | +12.6% |
| YTD | +26.6% | +17.2% | +9.4% | +22.5% |
| 1Y | +35.6% | +30.4% | +5.2% | +28.6% |
| All | +23.0% | +364.8% | -341.8% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling