+275.9%
UNP vs DOC
-2.1%
+278.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | -5.3% | -1.5% | -3.9% | -4.9% |
| 30D | -1.5% | -4.8% | +3.2% | 0.0% |
| 3M | +10.3% | +6.9% | +3.4% | +7.7% |
| 6M | +9.7% | +20.7% | -11.1% | +2.2% |
| YTD | +27.1% | +34.1% | -7.1% | +13.9% |
| 1Y | +32.6% | +22.6% | +9.9% | +22.3% |
| 3Y | +40.0% | +20.8% | +19.2% | +27.9% |
| 5Y | +50.8% | -24.9% | +75.7% | +60.6% |
| All | +275.9% | -2.1% | +278.0% | +269.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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