+278.9%
UNP vs APTV
-27.4%
+306.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +4.2% | -1.7% | +6.0% | +4.8% |
| 30D | +5.6% | -11.6% | +17.2% | +9.2% |
| 3M | +2.0% | -21.2% | +23.2% | +8.8% |
| 6M | +15.4% | -28.5% | +43.9% | +24.0% |
| YTD | +32.7% | -49.1% | +81.8% | +56.5% |
| 1Y | +39.4% | -52.2% | +91.6% | +67.4% |
| 3Y | +54.3% | -48.6% | +102.9% | +74.2% |
| 5Y | +39.6% | -77.3% | +116.9% | +98.9% |
| All | +278.9% | -27.4% | +306.3% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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