+35.9%
UNP vs GD
+5.1%
+30.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -4.6% | -5.0% | +0.4% | -3.5% |
| 30D | +5.6% | +8.9% | -3.3% | +3.8% |
| 3M | -1.3% | -8.0% | +6.7% | +0.3% |
| 6M | +9.2% | +2.9% | +6.3% | +8.3% |
| YTD | +27.3% | +7.1% | +20.3% | +26.2% |
| 1Y | +35.9% | +5.9% | +30.0% | +35.4% |
| All | +35.9% | +5.1% | +30.9% | +35.4% |
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