+1,465.8%
UNP vs DAL
+365.4%
+1,100.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +1.9% |
| 7D | +2.1% | +1.4% | +0.7% | +1.7% |
| 30D | +7.7% | +9.1% | -1.3% | +5.4% |
| 3M | +4.0% | -3.5% | +7.5% | +4.5% |
| 6M | +15.7% | +23.4% | -7.7% | +9.3% |
| YTD | +33.5% | +26.0% | +7.5% | +24.8% |
| 1Y | +38.9% | +44.6% | -5.7% | +25.7% |
| 3Y | +53.7% | +162.7% | -109.0% | +17.1% |
| 5Y | +40.4% | +113.0% | -72.5% | +9.3% |
| 10Y | +291.1% | +109.8% | +181.3% | +185.7% |
| All | +1,465.8% | +365.4% | +1,100.4% | +648.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling