+293.8%
UNP vs ASX
+849.3%
-555.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.6% | -6.3% | +1.0% |
| 7D | -3.3% | -12.3% | +9.0% | -1.7% |
| 30D | +6.7% | -26.0% | +32.7% | +10.9% |
| 3M | +1.8% | -8.1% | +9.9% | +1.6% |
| 6M | +13.3% | +1.4% | +11.9% | +8.9% |
| YTD | +30.3% | +115.6% | -85.2% | +6.9% |
| 1Y | +36.9% | +128.0% | -91.1% | +10.8% |
| 3Y | +50.9% | +371.4% | -320.5% | +0.5% |
| 5Y | +37.9% | +469.4% | -431.5% | -14.9% |
| 10Y | +293.8% | +842.6% | -548.9% | +95.2% |
| All | +293.8% | +849.3% | -555.5% | +95.2% |
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