+274.7%
UNP vs DAL
+141.2%
+133.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.3% |
| 7D | -5.3% | +0.1% | -5.5% | -5.4% |
| 30D | -1.5% | -13.9% | +12.4% | +2.3% |
| 3M | +10.3% | +1.1% | +9.2% | +9.4% |
| 6M | +9.7% | +26.2% | -16.6% | +2.0% |
| YTD | +27.1% | +16.4% | +10.7% | +20.3% |
| 1Y | +32.6% | +33.9% | -1.3% | +20.1% |
| 3Y | +40.0% | +93.4% | -53.4% | +9.5% |
| 5Y | +50.8% | +106.4% | -55.5% | +11.3% |
| All | +274.7% | +141.2% | +133.5% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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