+46.9%
UNP vs DAR
+13.3%
+33.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.3% |
| 7D | -5.3% | +1.4% | -6.7% | -5.5% |
| 30D | -1.5% | +12.8% | -14.3% | -3.2% |
| 3M | +10.3% | +7.4% | +2.9% | +8.9% |
| 6M | +9.7% | +22.3% | -12.6% | +6.3% |
| YTD | +27.1% | +81.1% | -54.0% | +16.8% |
| 1Y | +32.6% | +106.5% | -73.9% | +19.3% |
| All | +46.9% | +13.3% | +33.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling