+35.5%
UNP vs ASX
+126.1%
-90.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.6% | -6.3% | +2.3% |
| 7D | -3.3% | -12.3% | +9.0% | -3.3% |
| 30D | +6.7% | -26.0% | +32.7% | +6.5% |
| 3M | +1.8% | -8.1% | +9.9% | +1.7% |
| 6M | +13.3% | +1.4% | +11.9% | +12.4% |
| YTD | +30.3% | +115.6% | -85.2% | +24.5% |
| All | +35.5% | +126.1% | -90.6% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling