+35.5%
UNP vs GD
+6.6%
+28.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +1.8% |
| 7D | -3.3% | -3.0% | -0.2% | -2.7% |
| 30D | +6.7% | +9.3% | -2.6% | +4.7% |
| 3M | +1.8% | -7.2% | +9.0% | +3.2% |
| 6M | +13.3% | +5.5% | +7.9% | +11.8% |
| YTD | +30.3% | +9.5% | +20.8% | +28.8% |
| All | +35.5% | +6.6% | +28.9% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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