+278.9%
UNP vs ASX
+962.9%
-684.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | -0.3% |
| 7D | +4.2% | +12.4% | -8.2% | +2.2% |
| 30D | +5.6% | -19.8% | +25.4% | +8.4% |
| 3M | +2.0% | -10.3% | +12.4% | +2.2% |
| 6M | +15.4% | +1.2% | +14.2% | +11.0% |
| YTD | +32.7% | +123.0% | -90.3% | +8.0% |
| 1Y | +39.4% | +145.4% | -106.0% | +11.1% |
| 3Y | +54.3% | +368.6% | -314.3% | +2.8% |
| 5Y | +39.6% | +486.0% | -446.4% | -14.6% |
| All | +278.9% | +962.9% | -684.1% | +85.3% |
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