+31.8%
UNP vs AMIX
-100.0%
+131.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.4% | +9.1% | +0.7% |
| 7D | +2.1% | -10.9% | +13.0% | +2.1% |
| 30D | +7.7% | -55.0% | +62.7% | +8.1% |
| 3M | +4.0% | -82.0% | +86.1% | +4.8% |
| 6M | +15.7% | -80.4% | +96.1% | +15.1% |
| YTD | +33.5% | -88.3% | +121.8% | +33.4% |
| 1Y | +38.9% | -92.4% | +131.3% | +39.2% |
| All | +31.8% | -100.0% | +131.8% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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