+32.6%
UNP vs FND
-36.4%
+68.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | 0.0% |
| 7D | -5.3% | -5.2% | -0.1% | -4.9% |
| 30D | -1.5% | -19.9% | +18.3% | +0.5% |
| 3M | +10.3% | +2.7% | +7.5% | +9.5% |
| 6M | +9.7% | -21.7% | +31.3% | +12.9% |
| YTD | +27.1% | -17.5% | +44.6% | +30.9% |
| 1Y | +32.6% | -39.3% | +71.9% | +33.7% |
| All | +32.6% | -36.4% | +68.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling