+293.8%
UNP vs AMC
-98.6%
+392.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.3% | -5.9% | +2.2% |
| 7D | -3.3% | +6.6% | -9.8% | -3.4% |
| 30D | +6.7% | +14.1% | -7.4% | +6.5% |
| 3M | +1.8% | +31.3% | -29.5% | +1.3% |
| 6M | +13.3% | +126.7% | -113.3% | +11.3% |
| YTD | +30.3% | +117.9% | -87.6% | +27.9% |
| 1Y | +36.9% | +41.1% | -4.2% | +35.4% |
| 3Y | +50.9% | -61.0% | +111.9% | +50.8% |
| 5Y | +37.9% | -99.1% | +137.1% | +42.6% |
| 10Y | +293.8% | -98.7% | +392.5% | +271.1% |
| All | +293.8% | -98.6% | +392.4% | +271.1% |
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