+271.8%
UNP vs ASX
+918.4%
-646.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.1% | -6.5% | -1.4% |
| 7D | -0.7% | +6.3% | -7.1% | -1.8% |
| 30D | -1.1% | +6.4% | -7.6% | -2.4% |
| 3M | +7.9% | +13.1% | -5.3% | +4.0% |
| 6M | +14.6% | +90.3% | -75.7% | -1.4% |
| YTD | +26.6% | +149.6% | -123.0% | +2.6% |
| 1Y | +35.6% | +249.2% | -213.6% | +1.8% |
| 3Y | +45.5% | +445.9% | -400.4% | -4.4% |
| 5Y | +50.0% | +477.7% | -427.7% | -5.8% |
| 10Y | +271.8% | +913.4% | -641.6% | +88.1% |
| All | +271.8% | +918.4% | -646.5% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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