+35.6%
UNP vs ALL
+28.5%
+7.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +1.9% | +0.1% |
| 7D | -0.7% | -1.7% | +1.0% | -0.4% |
| 30D | -1.1% | -4.7% | +3.5% | -0.2% |
| 3M | +7.9% | +18.4% | -10.5% | +2.9% |
| 6M | +14.6% | +20.5% | -5.9% | +8.7% |
| YTD | +26.6% | +23.5% | +3.0% | +19.0% |
| 1Y | +35.6% | +29.0% | +6.6% | +25.5% |
| All | +35.6% | +28.5% | +7.1% | +25.5% |
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