+38.9%
UNP vs ALL
+31.1%
+7.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.3% |
| 7D | +2.1% | 0.0% | +2.1% | +2.1% |
| 30D | +7.7% | +12.8% | -5.1% | +5.4% |
| 3M | +4.0% | +4.7% | -0.6% | +3.1% |
| 6M | +15.7% | +24.9% | -9.3% | +9.4% |
| YTD | +33.5% | +30.0% | +3.5% | +24.7% |
| 1Y | +38.9% | +29.9% | +9.0% | +30.0% |
| All | +38.9% | +31.1% | +7.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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