+288.4%
UNP vs AMC
-98.7%
+387.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.5% |
| 7D | -2.1% | -2.8% | +0.8% | -2.0% |
| 30D | +7.3% | +14.0% | -6.7% | +7.0% |
| 3M | +3.6% | +42.5% | -38.9% | +3.0% |
| 6M | +15.8% | +142.6% | -126.7% | +13.7% |
| YTD | +32.6% | +119.2% | -86.7% | +30.1% |
| 1Y | +37.2% | +40.7% | -3.5% | +35.7% |
| 3Y | +52.6% | -57.3% | +109.9% | +52.3% |
| 5Y | +40.6% | -99.1% | +139.7% | +45.3% |
| 10Y | +288.4% | -98.7% | +387.2% | +266.8% |
| All | +288.4% | -98.7% | +387.1% | +266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling