+42.6%
UNP vs BN
-3.9%
+46.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.4% | +0.5% |
| 7D | +3.6% | +12.0% | -8.4% | +1.2% |
| 30D | +11.4% | +17.0% | -5.7% | +7.9% |
| 3M | +4.6% | -3.2% | +7.8% | +5.1% |
| 6M | +18.3% | -3.9% | +22.1% | +19.0% |
| YTD | +35.4% | -5.6% | +41.0% | +36.5% |
| 1Y | +42.6% | -4.7% | +47.3% | +43.3% |
| All | +42.6% | -3.9% | +46.5% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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