+282.5%
UNP vs ARWR
+978.7%
-696.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.1% |
| 7D | -1.7% | -3.2% | +1.5% | -1.5% |
| 30D | -2.1% | -6.5% | +4.3% | -1.7% |
| 3M | +5.4% | +12.7% | -7.2% | +4.3% |
| 6M | +13.4% | +36.2% | -22.8% | +10.3% |
| YTD | +25.0% | +24.5% | +0.5% | +22.2% |
| 1Y | +34.6% | +198.0% | -163.4% | +22.9% |
| 3Y | +43.6% | +176.4% | -132.7% | +27.6% |
| 5Y | +51.7% | +26.6% | +25.2% | +38.4% |
| 10Y | +282.5% | +1,054.1% | -771.5% | +207.7% |
| All | +282.5% | +978.7% | -696.2% | +207.7% |
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