+52.2%
UNP vs DECK
+25.5%
+26.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -5.3% | -2.2% | -3.1% | -5.1% |
| 30D | -1.5% | -13.6% | +12.0% | +0.3% |
| 3M | +10.3% | -21.2% | +31.5% | +13.5% |
| 6M | +9.7% | -21.1% | +30.8% | +12.6% |
| YTD | +27.1% | -17.2% | +44.3% | +29.3% |
| 1Y | +32.6% | -30.7% | +63.3% | +37.6% |
| 3Y | +40.0% | -3.4% | +43.3% | +33.3% |
| All | +52.2% | +25.5% | +26.6% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling