+278.9%
UNP vs BN
+290.8%
-11.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.1% |
| 7D | +4.2% | -1.0% | +5.2% | +4.6% |
| 30D | +5.6% | +14.0% | -8.4% | -0.4% |
| 3M | +2.0% | -9.0% | +11.0% | +6.0% |
| 6M | +15.4% | -8.8% | +24.2% | +19.3% |
| YTD | +32.7% | -10.3% | +43.0% | +36.9% |
| 1Y | +39.4% | -5.8% | +45.2% | +40.6% |
| 3Y | +54.3% | +94.8% | -40.5% | +6.2% |
| 5Y | +39.6% | +31.5% | +8.2% | +13.1% |
| All | +278.9% | +290.8% | -11.9% | +76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling