+35.6%
UNP vs BEN
+43.6%
-8.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | -1.2% | +0.3% | -1.5% | -1.2% |
| 30D | -2.0% | +0.9% | -2.9% | -2.1% |
| 3M | +7.5% | +9.2% | -1.7% | +5.7% |
| 6M | +15.3% | +36.8% | -21.4% | +7.8% |
| YTD | +25.4% | +44.4% | -19.0% | +16.7% |
| 1Y | +35.6% | +45.8% | -10.2% | +25.5% |
| All | +35.6% | +43.6% | -8.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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