+46.9%
UNP vs ASX
+403.7%
-356.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -5.3% | -0.7% | -4.6% | -5.3% |
| 30D | -1.5% | +2.0% | -3.5% | -1.7% |
| 3M | +10.3% | -1.3% | +11.6% | +9.6% |
| 6M | +9.7% | +71.4% | -61.8% | +2.2% |
| YTD | +27.1% | +135.3% | -108.2% | +14.0% |
| 1Y | +32.6% | +267.5% | -234.9% | +11.7% |
| All | +46.9% | +403.7% | -356.8% | +10.5% |
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