+284.1%
UNP vs ARWR
+1,055.7%
-771.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -0.9% | -17.7% | +16.8% | +0.3% |
| 30D | +8.0% | -21.9% | +29.9% | +9.8% |
| 3M | +3.3% | -44.5% | +47.9% | +7.5% |
| 6M | +14.7% | -32.6% | +47.3% | +17.2% |
| YTD | +31.9% | -26.2% | +58.1% | +33.4% |
| 1Y | +37.1% | +23.0% | +14.1% | +32.9% |
| 3Y | +51.9% | +81.8% | -29.9% | +38.0% |
| 5Y | +39.3% | -36.0% | +75.3% | +32.8% |
| 10Y | +284.1% | +1,039.5% | -755.4% | +215.6% |
| All | +284.1% | +1,055.7% | -771.6% | +215.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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