+29.1%
UNP vs AMIX
-100.0%
+129.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.6% | +2.2% | -3.4% |
| 7D | -1.3% | -25.5% | +24.2% | -1.2% |
| 30D | +7.7% | -56.2% | +63.9% | +8.1% |
| 3M | +1.3% | -87.4% | +88.7% | +2.2% |
| 6M | +14.0% | -80.9% | +94.9% | +13.5% |
| YTD | +30.8% | -86.8% | +117.6% | +30.6% |
| 1Y | +40.0% | -91.3% | +131.3% | +40.1% |
| All | +29.1% | -100.0% | +129.1% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling