+281.1%
UNP vs BUD
-3.2%
+284.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +2.1% | -1.6% | +3.7% | +2.6% |
| 30D | +7.7% | +6.7% | +1.1% | +5.3% |
| 3M | +4.0% | +5.9% | -1.8% | +1.8% |
| 6M | +15.7% | +5.1% | +10.6% | +13.2% |
| YTD | +33.5% | +32.9% | +0.6% | +20.0% |
| 1Y | +38.9% | +31.8% | +7.1% | +25.2% |
| 3Y | +53.7% | +47.4% | +6.3% | +30.5% |
| 5Y | +40.4% | +50.8% | -10.4% | +15.8% |
| All | +281.1% | -3.2% | +284.3% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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