+277.6%
UNP vs DHI
+414.5%
-136.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.0% |
| 7D | -1.8% | -3.4% | +1.6% | -0.9% |
| 30D | -2.7% | -5.4% | +2.7% | -1.3% |
| 3M | +6.5% | -10.4% | +16.9% | +9.4% |
| 6M | +14.4% | -2.8% | +17.1% | +14.3% |
| YTD | +24.8% | -3.4% | +28.2% | +24.7% |
| 1Y | +34.4% | -22.9% | +57.3% | +42.7% |
| 3Y | +43.6% | +20.7% | +22.9% | +28.7% |
| 5Y | +53.2% | +62.1% | -8.9% | +20.5% |
| All | +277.6% | +414.5% | -136.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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