+45.5%
UNP vs ASX
+324.2%
-278.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.4% | -9.0% | -2.9% |
| 7D | -4.6% | -19.9% | +15.4% | -3.6% |
| 30D | +5.6% | -30.9% | +36.5% | +7.4% |
| 3M | -1.3% | -15.1% | +13.8% | -1.1% |
| 6M | +9.2% | -6.5% | +15.7% | +7.6% |
| YTD | +27.3% | +98.4% | -71.1% | +15.0% |
| 1Y | +35.9% | +107.9% | -71.9% | +22.0% |
| 3Y | +45.5% | +325.3% | -279.8% | +8.9% |
| All | +45.5% | +324.2% | -278.8% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling