+32.6%
UNP vs AMCR
+11.5%
+21.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | -5.3% | -3.3% | -2.1% | -4.7% |
| 30D | -1.5% | -5.4% | +3.9% | -0.5% |
| 3M | +10.3% | +20.0% | -9.7% | +5.9% |
| 6M | +9.7% | 0.0% | +9.6% | +9.6% |
| YTD | +27.1% | +11.5% | +15.6% | +23.9% |
| 1Y | +32.6% | +11.4% | +21.2% | +30.5% |
| All | +32.6% | +11.5% | +21.1% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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