+271.8%
UNP vs BIL
+25.3%
+246.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -1.1% | +0.3% | -1.4% | -0.8% |
| 3M | +7.9% | +0.9% | +7.0% | +8.9% |
| 6M | +14.6% | +1.8% | +12.8% | +17.2% |
| YTD | +26.6% | +2.5% | +24.1% | +30.5% |
| 1Y | +35.6% | +3.7% | +31.9% | +41.9% |
| 3Y | +45.5% | +14.1% | +31.4% | +74.5% |
| 5Y | +50.0% | +19.4% | +30.6% | +101.0% |
| 10Y | +271.8% | +25.3% | +246.6% | +405.0% |
| All | +271.8% | +25.3% | +246.6% | +405.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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