+9,151.9%
UNP vs BNY
+8,074.1%
+1,077.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | -1.3% | -0.5% | -1.4% |
| 30D | -2.7% | -0.2% | -2.6% | -2.7% |
| 3M | +6.5% | +14.9% | -8.4% | +1.5% |
| 6M | +14.4% | +40.0% | -25.6% | +2.1% |
| YTD | +24.8% | +42.0% | -17.2% | +10.6% |
| 1Y | +34.4% | +56.9% | -22.4% | +15.1% |
| 3Y | +43.6% | +289.9% | -246.3% | -9.3% |
| 5Y | +53.2% | +259.2% | -206.0% | -1.9% |
| 10Y | +282.1% | +413.3% | -131.2% | +114.1% |
| All | +9,151.9% | +8,074.1% | +1,077.8% | +2,410.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 all: compounded portfolio wealth divided by compounded BNY 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…
all analysis · Full analysis span regression · 6 months rolling